Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.84%
3 year
17.05%
5 year
8.66%
10 year
8.29%
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.)
12.05%
Sharpe
1.31
Sortino
2.45
Max drawdown
-28.56%
Best month
15.28%
Worst month
-13.92%
Beta vs VTIAX
1.02
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.