Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.47%
3 year
14.90%
5 year
4.93%
10 year
7.11%
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.)
15.71%
Sharpe
0.84
Sortino
1.56
Max drawdown
-42.44%
Best month
18.21%
Worst month
-21.36%
Beta vs VTIAX
1.21
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.