Average annual returns
Through 20251 year
3.86%
3 year
4.64%
5 year
0.92%
10 year
6.43%
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.)
14.25%
Sharpe
0.23
Sortino
0.37
Max drawdown
-13.63%
Best month
9.06%
Worst month
-6.22%
Beta vs VTIAX
1.00
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.