Average annual returns
Through 20251 year
37.11%
3 year
21.37%
5 year
11.07%
10 year
10.01%
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.)
12.40%
Sharpe
1.67
Sortino
3.48
Max drawdown
-30.65%
Best month
17.96%
Worst month
-16.65%
Beta vs VTIAX
1.02
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.