Average annual returns
Through 20251 year
40.50%
3 year
18.68%
5 year
12.44%
10 year
8.31%
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.)
12.84%
Sharpe
1.44
Sortino
2.86
Max drawdown
-26.78%
Best month
17.66%
Worst month
-16.80%
Beta vs VTIAX
1.04
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.