Average annual returns
Through 20251 year
29.85%
3 year
11.96%
5 year
1.45%
10 year
7.57%
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.)
12.89%
Sharpe
0.95
Sortino
1.81
Max drawdown
-34.98%
Best month
14.81%
Worst month
-18.26%
Beta vs VTIAX
0.90
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.