Average annual returns
Through 20251 year
48.33%
3 year
24.72%
5 year
16.42%
10 year
9.18%
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.)
12.12%
Sharpe
1.99
Sortino
4.32
Max drawdown
-31.60%
Best month
18.11%
Worst month
-21.06%
Beta vs VTIAX
0.89
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.