Average annual returns
Through 20251 year
28.81%
3 year
19.45%
5 year
6.97%
10 year
8.94%
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.)
12.38%
Sharpe
1.53
Sortino
3.17
Max drawdown
-35.25%
Best month
15.41%
Worst month
-17.74%
Beta vs VTIAX
0.89
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.