Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.58%
3 year
17.68%
5 year
6.69%
10 year
7.47%
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.)
12.35%
Sharpe
1.33
Sortino
2.59
Max drawdown
-36.09%
Best month
13.44%
Worst month
-13.88%
Beta vs VTIAX
0.97
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.