Average annual returns
Through 20251 year
29.87%
3 year
16.10%
5 year
6.53%
10 year
7.71%
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.)
11.07%
Sharpe
1.32
Sortino
2.40
Max drawdown
-29.46%
Best month
13.52%
Worst month
-15.80%
Beta vs VTIAX
0.93
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.