Average annual returns
Through 20251 year
27.73%
3 year
16.50%
5 year
5.87%
10 year
6.74%
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.)
13.22%
Sharpe
1.28
Sortino
2.43
Max drawdown
-11.28%
Best month
13.73%
Worst month
-6.48%
Beta vs VTIAX
0.97
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.