Average annual returns
Through 20251 year
36.15%
3 year
18.49%
5 year
10.38%
10 year
9.12%
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.)
11.95%
Sharpe
1.45
Sortino
2.74
Max drawdown
-27.64%
Best month
14.40%
Worst month
-18.16%
Beta vs VTIAX
1.01
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.