Average annual returns
Through 20251 year
24.39%
3 year
13.67%
5 year
10.00%
10 year
9.83%
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.)
10.65%
Sharpe
1.31
Sortino
2.44
Max drawdown
-21.11%
Best month
15.48%
Worst month
-12.80%
Beta vs VTIAX
0.82
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.