Average annual returns
Through 20251 year
34.41%
3 year
17.77%
5 year
8.51%
10 year
9.70%
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.)
14.80%
Sharpe
1.28
Sortino
2.80
Max drawdown
-29.72%
Best month
11.18%
Worst month
-12.98%
Beta vs VTIAX
1.01
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.