Average annual returns
Through 20251 year
28.51%
3 year
11.97%
5 year
-0.34%
10 year
5.89%
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.)
13.72%
Sharpe
0.83
Sortino
1.39
Max drawdown
-41.16%
Best month
13.86%
Worst month
-20.04%
Beta vs VTIAX
1.04
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.