Average annual returns
Through 20251 year
21.39%
3 year
12.27%
5 year
6.64%
10 year
7.73%
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.)
9.74%
Sharpe
1.33
Sortino
2.40
Max drawdown
-29.17%
Best month
11.38%
Worst month
-20.09%
Beta vs VTIAX
0.71
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.