Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.53%
3 year
13.76%
5 year
1.95%
10 year
8.23%
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.)
13.29%
Sharpe
0.95
Sortino
1.73
Max drawdown
-41.92%
Best month
14.10%
Worst month
-16.23%
Beta vs VTIAX
1.10
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.