Average annual returns
Through 20251 year
1.72%
3 year
10.95%
5 year
8.90%
10 year
9.19%
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.)
12.38%
Sharpe
0.75
Sortino
1.24
Max drawdown
-28.74%
Best month
16.02%
Worst month
-23.02%
Beta vs VTIAX
0.36
Correlation
0.33
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.