Average annual returns
Through 20251 year
18.53%
3 year
24.44%
5 year
10.30%
10 year
13.19%
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.)
14.44%
Sharpe
1.62
Sortino
3.43
Max drawdown
-33.40%
Best month
13.41%
Worst month
-12.83%
Beta vs VTIAX
0.85
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.