Average annual returns
Through 20251 year
19.29%
3 year
13.50%
5 year
0.62%
10 year
7.53%
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.)
15.71%
Sharpe
0.96
Sortino
1.99
Max drawdown
-38.16%
Best month
13.94%
Worst month
-12.69%
Beta vs VTIAX
1.01
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.