Average annual returns
Through 20251 year
7.95%
3 year
16.75%
5 year
4.33%
10 year
8.55%
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.)
10.92%
Sharpe
0.93
Sortino
1.63
Max drawdown
-11.83%
Best month
7.01%
Worst month
-7.26%
Beta vs VTIAX
0.37
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.