Average annual returns
Through 20251 year
15.90%
3 year
10.97%
5 year
3.27%
10 year
5.78%
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.)
11.27%
Sharpe
0.80
Sortino
1.37
Max drawdown
-29.23%
Best month
13.30%
Worst month
-14.06%
Beta vs VTIAX
0.91
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.