Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.07%
3 year
6.30%
5 year
-0.49%
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
78 months through Jan. 31, 2026Volatility (ann.)
24.45%
Sharpe
0.00
Sortino
0.00
Max drawdown
-44.41%
Best month
21.83%
Worst month
-17.19%
Beta vs VTIAX
1.51
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.