Average annual returns
Through 20251 year
17.70%
3 year
12.41%
5 year
7.87%
10 year
10.62%
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.)
14.64%
Sharpe
0.77
Sortino
1.32
Max drawdown
-32.31%
Best month
11.73%
Worst month
-13.46%
Beta vs VTIAX
1.11
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.