Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.51%
3 year
19.44%
5 year
10.80%
10 year
9.25%
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.)
11.37%
Sharpe
1.56
Sortino
3.19
Max drawdown
-26.04%
Best month
14.52%
Worst month
-17.22%
Beta vs VTIAX
0.95
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.