Average annual returns
Through 20251 year
23.77%
3 year
13.70%
5 year
5.61%
10 year
5.05%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Jan. 31, 2026Volatility (ann.)
13.04%
Sharpe
0.99
Sortino
1.80
Max drawdown
-36.77%
Best month
13.48%
Worst month
-17.57%
Beta vs VTIAX
1.02
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.