Average annual returns
Through 20251 year
29.94%
3 year
5.32%
5 year
10.98%
10 year
10.92%
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.)
15.46%
Sharpe
0.48
Sortino
0.74
Max drawdown
-31.00%
Best month
16.17%
Worst month
-16.96%
Beta vs VTIAX
1.04
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.