Average annual returns
Through 20251 year
52.07%
3 year
24.49%
5 year
15.06%
10 year
10.06%
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.)
12.57%
Sharpe
1.90
Sortino
4.05
Max drawdown
-33.69%
Best month
15.72%
Worst month
-22.76%
Beta vs VTIAX
0.99
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.