Average annual returns
Through 20251 year
47.15%
3 year
19.30%
5 year
12.81%
10 year
11.35%
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.)
13.78%
Sharpe
1.38
Sortino
2.65
Max drawdown
-18.37%
Best month
19.55%
Worst month
-11.68%
Beta vs VTIAX
0.91
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.