Average annual returns
Through 20251 year
26.19%
3 year
15.46%
5 year
5.91%
10 year
4.58%
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.)
10.99%
Sharpe
1.23
Sortino
2.18
Max drawdown
-28.24%
Best month
15.45%
Worst month
-17.67%
Beta vs VTIAX
0.05
Correlation
0.05
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.