Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.52%
3 year
20.39%
5 year
6.96%
10 year
9.54%
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.)
18.17%
Sharpe
0.84
Sortino
1.79
Max drawdown
-45.29%
Best month
18.22%
Worst month
-26.41%
Beta vs VTIAX
1.10
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.