Average annual returns
Through 20251 year
30.71%
3 year
18.65%
5 year
2.90%
10 year
7.01%
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.)
17.52%
Sharpe
0.89
Sortino
1.66
Max drawdown
-47.02%
Best month
23.48%
Worst month
-14.50%
Beta vs VTIAX
1.12
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.