Average annual returns
Through 20251 year
32.11%
3 year
17.63%
5 year
9.67%
10 year
8.15%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
45 months through Jan. 31, 2026Volatility (ann.)
11.77%
Sharpe
1.37
Sortino
2.56
Max drawdown
-17.63%
Best month
13.64%
Worst month
-8.96%
Beta vs VTIAX
0.98
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.