Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.17%
3 year
17.52%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
56 months through Jan. 31, 2026Volatility (ann.)
13.80%
Sharpe
1.16
Sortino
2.37
Max drawdown
-39.62%
Best month
17.94%
Worst month
-11.95%
Beta vs VTIAX
0.98
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.