Average annual returns
Through 20251 year
24.33%
3 year
11.18%
5 year
2.85%
10 year
7.78%
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.)
12.17%
Sharpe
0.89
Sortino
1.52
Max drawdown
-32.19%
Best month
18.55%
Worst month
-11.13%
Beta vs VTIAX
0.85
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.