Average annual returns
Through 20251 year
12.18%
3 year
15.97%
5 year
4.63%
10 year
10.18%
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.)
11.16%
Sharpe
1.23
Sortino
2.32
Max drawdown
-35.94%
Best month
11.15%
Worst month
-11.58%
Beta vs VTIAX
0.74
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.