Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.46%
3 year
16.33%
5 year
6.01%
10 year
7.83%
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.)
12.51%
Sharpe
1.31
Sortino
2.32
Max drawdown
-26.29%
Best month
11.07%
Worst month
-10.01%
Beta vs VTIAX
0.92
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.