Average annual returns
Through 20251 year
23.93%
3 year
18.98%
5 year
10.99%
10 year
10.36%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
76 months through Jan. 31, 2026Volatility (ann.)
12.14%
Sharpe
1.31
Sortino
2.56
Max drawdown
-27.12%
Best month
12.97%
Worst month
-15.52%
Beta vs VTIAX
0.88
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.