Average annual returns
Through 20251 year
48.49%
3 year
24.82%
5 year
16.53%
10 year
9.29%
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.)
12.11%
Sharpe
2.00
Sortino
4.37
Max drawdown
-31.58%
Best month
18.22%
Worst month
-21.10%
Beta vs VTIAX
0.88
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.