Average annual returns
Through 20251 year
12.27%
3 year
7.38%
5 year
3.85%
10 year
4.70%
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.)
6.61%
Sharpe
1.28
Sortino
2.54
Max drawdown
-13.40%
Best month
4.59%
Worst month
-7.35%
Beta vs VTIAX
0.44
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.