Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.46%
3 year
19.29%
5 year
10.65%
10 year
8.09%
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.)
11.74%
Sharpe
1.55
Sortino
2.96
Max drawdown
-27.09%
Best month
13.68%
Worst month
-14.99%
Beta vs VTIAX
0.99
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.