Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.95%
3 year
14.36%
5 year
5.81%
10 year
8.70%
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.)
13.25%
Sharpe
0.97
Sortino
1.76
Max drawdown
-33.38%
Best month
12.43%
Worst month
-11.52%
Beta vs VTIAX
1.02
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.