Average annual returns
Through 20251 year
27.14%
3 year
13.73%
5 year
4.82%
10 year
8.24%
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.)
12.62%
Sharpe
1.06
Sortino
1.92
Max drawdown
-31.19%
Best month
15.68%
Worst month
-11.86%
Beta vs VTIAX
1.07
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.