Average annual returns
Through 20251 year
26.29%
3 year
14.85%
5 year
5.68%
10 year
7.83%
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.)
11.12%
Sharpe
1.28
Sortino
2.41
Max drawdown
-31.43%
Best month
14.39%
Worst month
-14.03%
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.