Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.15%
3 year
8.20%
5 year
5.44%
10 year
4.77%
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.)
4.46%
Sharpe
1.81
Sortino
3.86
Max drawdown
-9.71%
Best month
3.78%
Worst month
-6.88%
Beta vs VTIAX
0.32
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.