Average annual returns
Through 20251 year
30.06%
3 year
14.24%
5 year
5.93%
10 year
6.57%
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.)
11.31%
Sharpe
1.10
Sortino
2.05
Max drawdown
-30.29%
Best month
13.68%
Worst month
-13.24%
Beta vs VTIAX
0.89
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.