Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.92%
3 year
—
5 year
—
10 year
—
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
34 months through Jan. 31, 2026Volatility (ann.)
10.94%
Sharpe
1.79
Sortino
3.72
Max drawdown
-9.49%
Best month
8.70%
Worst month
-4.76%
Beta vs VTIAX
0.93
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.