Average annual returns
Through 20251 year
18.54%
3 year
13.78%
5 year
2.04%
10 year
6.83%
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.)
9.41%
Sharpe
1.03
Sortino
2.14
Max drawdown
-5.90%
Best month
5.74%
Worst month
-3.86%
Beta vs VTIAX
0.48
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.