Average annual returns
Through 20251 year
33.41%
3 year
17.02%
5 year
8.02%
10 year
7.06%
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.)
11.51%
Sharpe
1.43
Sortino
2.64
Max drawdown
-27.57%
Best month
13.14%
Worst month
-15.16%
Beta vs VTIAX
0.97
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.