Average annual returns
Through 20251 year
26.68%
3 year
17.40%
5 year
3.81%
10 year
7.49%
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.)
13.84%
Sharpe
1.03
Sortino
1.89
Max drawdown
-43.22%
Best month
16.78%
Worst month
-13.33%
Beta vs VTIAX
1.08
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.