Average annual returns
Through 20251 year
41.85%
3 year
24.63%
5 year
13.99%
10 year
12.12%
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.)
11.75%
Sharpe
2.13
Sortino
5.00
Max drawdown
-25.68%
Best month
10.87%
Worst month
-10.59%
Beta vs VTIAX
0.85
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.