Average annual returns
Through 20251 year
26.19%
3 year
15.93%
5 year
3.73%
10 year
8.03%
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.)
14.41%
Sharpe
0.92
Sortino
1.57
Max drawdown
-37.63%
Best month
13.17%
Worst month
-12.88%
Beta vs VTIAX
1.17
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.