Average annual returns
Through 20251 year
24.09%
3 year
13.01%
5 year
8.72%
10 year
9.52%
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.)
14.65%
Sharpe
0.94
Sortino
1.62
Max drawdown
-25.56%
Best month
12.49%
Worst month
-19.04%
Beta vs VTIAX
1.10
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.