Average annual returns
Through 20251 year
61.93%
3 year
20.56%
5 year
13.85%
10 year
9.79%
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.)
15.08%
Sharpe
1.46
Sortino
2.82
Max drawdown
-19.35%
Best month
15.02%
Worst month
-13.24%
Beta vs VTIAX
1.04
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.