Average annual returns
Through 20251 year
26.02%
3 year
15.06%
5 year
0.24%
10 year
6.74%
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.)
8.75%
Sharpe
1.51
Sortino
4.69
Max drawdown
-7.02%
Best month
8.68%
Worst month
-3.58%
Beta vs VTIAX
0.40
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.