Average annual returns
Through 20251 year
-6.40%
3 year
1.38%
5 year
-0.50%
10 year
4.49%
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.)
15.39%
Sharpe
-0.01
Sortino
-0.01
Max drawdown
-28.49%
Best month
13.12%
Worst month
-14.70%
Beta vs VTIAX
0.99
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.