Average annual returns
Through 20251 year
44.28%
3 year
21.22%
5 year
15.51%
10 year
10.17%
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.)
11.68%
Sharpe
1.73
Sortino
3.60
Max drawdown
-34.61%
Best month
17.13%
Worst month
-21.31%
Beta vs VTIAX
0.91
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.