Average annual returns
Through 20251 year
30.26%
3 year
13.90%
5 year
0.91%
10 year
6.89%
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.)
13.47%
Sharpe
1.02
Sortino
1.87
Max drawdown
-39.99%
Best month
15.93%
Worst month
-17.03%
Beta vs VTIAX
0.91
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.