Average annual returns
Through 20251 year
35.24%
3 year
19.92%
5 year
10.16%
10 year
8.43%
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.)
10.98%
Sharpe
1.80
Sortino
3.60
Max drawdown
-28.24%
Best month
14.49%
Worst month
-16.81%
Beta vs VTIAX
0.90
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.