Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.80%
3 year
16.41%
5 year
8.41%
10 year
8.36%
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.)
11.35%
Sharpe
1.35
Sortino
2.52
Max drawdown
-27.58%
Best month
14.50%
Worst month
-16.14%
Beta vs VTIAX
0.97
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.