Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.54%
3 year
16.60%
5 year
6.70%
10 year
9.24%
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.)
13.47%
Sharpe
1.12
Sortino
2.28
Max drawdown
-36.32%
Best month
11.88%
Worst month
-13.91%
Beta vs VTIAX
1.04
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.