Average annual returns
Through 20251 year
28.89%
3 year
17.50%
5 year
5.29%
10 year
9.60%
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.)
11.76%
Sharpe
1.45
Sortino
2.86
Max drawdown
-28.30%
Best month
11.89%
Worst month
-12.43%
Beta vs VTIAX
0.74
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.