Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.63%
3 year
17.26%
5 year
7.92%
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.)
11.56%
Sharpe
1.41
Sortino
2.64
Max drawdown
-28.35%
Best month
13.47%
Worst month
-15.09%
Beta vs VTIAX
1.01
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.