Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.23%
3 year
12.72%
5 year
-1.53%
10 year
7.40%
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.)
12.19%
Sharpe
1.04
Sortino
1.69
Max drawdown
-41.79%
Best month
12.62%
Worst month
-10.75%
Beta vs VTIAX
0.90
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.