Average annual returns
Through 20251 year
26.08%
3 year
16.17%
5 year
5.85%
10 year
9.21%
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.)
15.57%
Sharpe
1.02
Sortino
2.04
Max drawdown
-34.98%
Best month
15.02%
Worst month
-23.08%
Beta vs VTIAX
1.11
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.