Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.26%
3 year
19.62%
5 year
5.97%
10 year
10.76%
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.)
14.32%
Sharpe
1.30
Sortino
2.48
Max drawdown
-35.08%
Best month
17.89%
Worst month
-11.95%
Beta vs VTIAX
1.08
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.