Average annual returns
Through 20251 year
28.41%
3 year
11.86%
5 year
-0.44%
10 year
5.74%
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.)
13.73%
Sharpe
0.82
Sortino
1.38
Max drawdown
-41.24%
Best month
13.84%
Worst month
-20.06%
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.