Average annual returns
Through 20251 year
30.65%
3 year
15.55%
5 year
7.29%
10 year
6.90%
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 Dec. 31, 2025Volatility (ann.)
11.60%
Sharpe
1.34
Sortino
2.59
Max drawdown
-30.71%
Best month
15.30%
Worst month
-15.33%
Beta vs VTIAX
0.91
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.