Average annual returns
Through 20251 year
11.03%
3 year
11.47%
5 year
1.21%
10 year
6.08%
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.)
13.36%
Sharpe
0.98
Sortino
1.89
Max drawdown
-34.00%
Best month
11.30%
Worst month
-24.37%
Beta vs VTIAX
0.85
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.