Average annual returns
Through 20251 year
11.61%
3 year
15.98%
5 year
-0.08%
10 year
7.30%
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.)
17.48%
Sharpe
0.64
Sortino
1.05
Max drawdown
-54.29%
Best month
14.94%
Worst month
-15.75%
Beta vs VTIAX
1.15
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.