Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.94%
3 year
16.14%
5 year
3.95%
10 year
8.26%
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.)
13.34%
Sharpe
1.20
Sortino
2.17
Max drawdown
-36.12%
Best month
16.12%
Worst month
-16.06%
Beta vs VTIAX
0.99
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.