Average annual returns
Through 20251 year
39.86%
3 year
18.24%
5 year
12.02%
10 year
7.89%
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.)
12.82%
Sharpe
1.41
Sortino
2.78
Max drawdown
-26.83%
Best month
17.60%
Worst month
-16.80%
Beta vs VTIAX
1.04
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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