Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.60%
3 year
17.64%
5 year
7.49%
10 year
9.17%
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.)
13.63%
Sharpe
1.39
Sortino
2.86
Max drawdown
-30.91%
Best month
14.95%
Worst month
-20.20%
Beta vs VTIAX
1.01
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.