Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.20%
3 year
17.52%
5 year
3.65%
10 year
10.31%
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.)
13.80%
Sharpe
1.16
Sortino
2.37
Max drawdown
-39.63%
Best month
17.92%
Worst month
-13.71%
Beta vs VTIAX
0.98
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.