Average annual returns
Through 20251 year
25.42%
3 year
10.59%
5 year
1.12%
10 year
5.49%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Jan. 31, 2026Volatility (ann.)
11.63%
Sharpe
0.80
Sortino
1.36
Max drawdown
-37.13%
Best month
13.56%
Worst month
-22.06%
Beta vs VTIAX
0.82
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.