Average annual returns
Through 20251 year
26.21%
3 year
17.17%
5 year
6.75%
10 year
9.13%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
49 months through Jan. 31, 2026Volatility (ann.)
12.26%
Sharpe
1.23
Sortino
2.38
Max drawdown
-28.43%
Best month
12.03%
Worst month
-9.76%
Beta vs VTIAX
0.08
Correlation
0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.