Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.97%
3 year
15.41%
5 year
6.70%
10 year
8.45%
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.)
12.34%
Sharpe
1.10
Sortino
2.03
Max drawdown
-34.99%
Best month
12.82%
Worst month
-13.04%
Beta vs VTIAX
0.97
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.