Average annual returns
Through 20251 year
23.12%
3 year
16.89%
5 year
3.49%
10 year
8.77%
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.)
15.64%
Sharpe
1.11
Sortino
2.13
Max drawdown
-38.99%
Best month
12.90%
Worst month
-13.04%
Beta vs VTIAX
1.17
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.