Average annual returns
Through 20251 year
14.84%
3 year
6.11%
5 year
0.35%
10 year
5.64%
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.)
14.10%
Sharpe
0.34
Sortino
0.55
Max drawdown
-35.70%
Best month
11.24%
Worst month
-16.81%
Beta vs VTIAX
1.10
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.