Average annual returns
Through 20251 year
18.54%
3 year
13.77%
5 year
2.04%
10 year
6.71%
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
1.01
Sortino
2.09
Max drawdown
-5.92%
Best month
5.76%
Worst month
-3.82%
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.