Average annual returns
Through 20251 year
22.34%
3 year
11.11%
5 year
0.26%
10 year
8.28%
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.)
13.62%
Sharpe
0.74
Sortino
1.21
Max drawdown
-35.90%
Best month
12.43%
Worst month
-17.52%
Beta vs VTIAX
0.97
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.