Average annual returns
Through 20251 year
35.18%
3 year
17.09%
5 year
4.33%
10 year
11.69%
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.)
15.50%
Sharpe
1.08
Sortino
2.03
Max drawdown
-41.32%
Best month
16.94%
Worst month
-19.24%
Beta vs VTIAX
1.13
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.