Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.70%
3 year
17.92%
5 year
5.61%
10 year
8.95%
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
1.35
Sortino
2.54
Max drawdown
-32.34%
Best month
12.51%
Worst month
-9.86%
Beta vs VTIAX
1.01
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.