Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.07%
3 year
15.97%
5 year
8.45%
10 year
8.55%
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.)
13.15%
Sharpe
1.20
Sortino
2.25
Max drawdown
-28.09%
Best month
11.57%
Worst month
-16.88%
Beta vs VTIAX
1.08
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.