Average annual returns
Through 20251 year
33.91%
3 year
18.18%
5 year
10.12%
10 year
9.02%
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.)
11.74%
Sharpe
1.44
Sortino
2.71
Max drawdown
-25.79%
Best month
14.40%
Worst month
-15.79%
Beta vs VTIAX
1.00
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.