Average annual returns
Through 20251 year
30.35%
3 year
16.41%
5 year
8.37%
10 year
7.76%
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.)
11.71%
Sharpe
1.30
Sortino
2.45
Max drawdown
-28.03%
Best month
14.89%
Worst month
-13.75%
Beta vs VTIAX
0.98
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.