Average annual returns
Through 20251 year
47.58%
3 year
24.04%
5 year
15.80%
10 year
8.58%
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.)
12.07%
Sharpe
1.94
Sortino
4.18
Max drawdown
-31.66%
Best month
18.19%
Worst month
-21.08%
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.