Average annual returns
Through 20251 year
16.95%
3 year
11.99%
5 year
4.64%
10 year
4.17%
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.)
11.15%
Sharpe
1.25
Sortino
2.48
Max drawdown
-32.49%
Best month
9.74%
Worst month
-25.17%
Beta vs VTIAX
0.78
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.