Average annual returns
Through 20251 year
36.28%
3 year
15.15%
5 year
1.49%
10 year
7.65%
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.)
13.54%
Sharpe
1.10
Sortino
1.94
Max drawdown
-12.64%
Best month
14.12%
Worst month
-6.84%
Beta vs VTIAX
1.01
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.