Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.52%
3 year
13.77%
5 year
5.76%
10 year
6.38%
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.)
12.75%
Sharpe
0.91
Sortino
1.66
Max drawdown
-36.56%
Best month
13.24%
Worst month
-13.75%
Beta vs VTIAX
1.00
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.