Average annual returns
Through 20251 year
14.50%
3 year
18.64%
5 year
2.34%
10 year
8.60%
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.)
12.64%
Sharpe
1.40
Sortino
2.57
Max drawdown
-40.50%
Best month
12.71%
Worst month
-12.83%
Beta vs VTIAX
0.82
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.