Average annual returns
Through 20251 year
32.83%
3 year
16.78%
5 year
7.73%
10 year
7.82%
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.)
11.24%
Sharpe
1.37
Sortino
2.59
Max drawdown
-29.71%
Best month
14.13%
Worst month
-15.78%
Beta vs VTIAX
0.97
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.