Average annual returns
Through 20251 year
16.07%
3 year
18.03%
5 year
8.29%
10 year
9.86%
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.)
11.27%
Sharpe
1.58
Sortino
3.25
Max drawdown
-27.42%
Best month
11.42%
Worst month
-11.89%
Beta vs VTIAX
0.71
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.