Average annual returns
Through 20251 year
28.77%
3 year
16.85%
5 year
7.14%
10 year
9.26%
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.)
11.79%
Sharpe
1.41
Sortino
2.81
Max drawdown
-29.42%
Best month
14.73%
Worst month
-19.55%
Beta vs VTIAX
0.89
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.