Average annual returns
Through 20251 year
26.57%
3 year
15.08%
5 year
5.90%
10 year
8.03%
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.)
11.13%
Sharpe
1.30
Sortino
2.46
Max drawdown
-31.29%
Best month
14.47%
Worst month
-14.04%
Beta vs VTIAX
0.94
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.