Average annual returns
Through 20251 year
20.89%
3 year
15.31%
5 year
6.60%
10 year
8.33%
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.)
12.34%
Sharpe
1.09
Sortino
2.01
Max drawdown
-35.05%
Best month
12.82%
Worst month
-13.07%
Beta vs VTIAX
0.97
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.