Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.81%
3 year
19.67%
5 year
10.48%
10 year
9.07%
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.)
10.91%
Sharpe
1.65
Sortino
3.32
Max drawdown
-26.58%
Best month
14.37%
Worst month
-14.93%
Beta vs VTIAX
0.91
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.