Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.48%
3 year
16.02%
5 year
4.34%
10 year
7.57%
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.)
14.70%
Sharpe
1.08
Sortino
2.03
Max drawdown
-35.30%
Best month
16.11%
Worst month
-18.57%
Beta vs VTIAX
1.08
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.