Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.75%
3 year
17.48%
5 year
6.31%
10 year
8.08%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
12.36%
Sharpe
1.40
Sortino
2.74
Max drawdown
-34.74%
Best month
12.02%
Worst month
-13.35%
Beta vs VTIAX
1.00
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.