Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.77%
3 year
12.01%
5 year
10.51%
10 year
10.25%
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.)
12.29%
Sharpe
0.95
Sortino
1.87
Max drawdown
-28.04%
Best month
13.40%
Worst month
-17.26%
Beta vs VTIAX
0.85
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.