Average annual returns
Through 20251 year
27.64%
3 year
12.50%
5 year
6.53%
10 year
5.66%
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.)
10.57%
Sharpe
1.14
Sortino
2.07
Max drawdown
-22.06%
Best month
8.06%
Worst month
-15.82%
Beta vs VTIAX
0.76
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.