Average annual returns
Through 20251 year
20.75%
3 year
18.31%
5 year
11.73%
10 year
8.37%
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.)
10.91%
Sharpe
1.75
Sortino
3.85
Max drawdown
-28.43%
Best month
8.17%
Worst month
-21.93%
Beta vs VTIAX
0.70
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.