Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
50.19%
3 year
—
5 year
—
10 year
—
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
24 months through Jan. 31, 2026Volatility (ann.)
19.34%
Sharpe
2.15
Sortino
4.92
Max drawdown
-8.73%
Best month
11.44%
Worst month
-8.36%
Beta vs VTIAX
1.19
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.