Average annual returns
Through 20251 year
18.03%
3 year
7.66%
5 year
6.70%
10 year
5.96%
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.)
9.77%
Sharpe
0.74
Sortino
1.18
Max drawdown
-21.26%
Best month
8.84%
Worst month
-16.05%
Beta vs VTIAX
0.78
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.