Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.44%
3 year
17.70%
5 year
—
10 year
—
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
56 months through Jan. 31, 2026Volatility (ann.)
11.63%
Sharpe
1.49
Sortino
2.81
Max drawdown
-28.86%
Best month
12.14%
Worst month
-9.46%
Beta vs VTIAX
0.84
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.