Average annual returns
Through 20251 year
19.02%
3 year
14.25%
5 year
2.45%
10 year
7.17%
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.)
9.43%
Sharpe
1.06
Sortino
2.24
Max drawdown
-5.80%
Best month
5.80%
Worst month
-3.78%
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.