Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.39%
3 year
10.89%
5 year
19.32%
10 year
7.94%
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.)
16.95%
Sharpe
0.76
Sortino
1.32
Max drawdown
-51.47%
Best month
29.00%
Worst month
-36.06%
Beta vs VTIAX
0.94
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.