Average annual returns
Through 20251 year
28.39%
3 year
15.83%
5 year
7.97%
10 year
7.28%
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.)
11.83%
Sharpe
1.26
Sortino
2.29
Max drawdown
-29.28%
Best month
14.25%
Worst month
-15.80%
Beta vs VTIAX
0.98
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.