Average annual returns
Through 20251 year
47.84%
3 year
23.52%
5 year
12.48%
10 year
11.16%
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.)
11.24%
Sharpe
2.18
Sortino
5.32
Max drawdown
-27.97%
Best month
14.81%
Worst month
-13.81%
Beta vs VTIAX
0.91
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.