Average annual returns
Through 20251 year
26.80%
3 year
15.42%
5 year
6.43%
10 year
8.32%
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.)
12.42%
Sharpe
1.25
Sortino
2.35
Max drawdown
-31.50%
Best month
13.00%
Worst month
-9.62%
Beta vs VTIAX
1.01
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.