Average annual returns
Through 20251 year
25.15%
3 year
13.85%
5 year
8.88%
10 year
8.73%
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.)
12.73%
Sharpe
1.15
Sortino
1.98
Max drawdown
-18.09%
Best month
8.95%
Worst month
-12.36%
Beta vs VTIAX
0.86
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.