Average annual returns
Through 20251 year
28.68%
3 year
16.28%
5 year
7.21%
10 year
8.79%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Jan. 31, 2026Volatility (ann.)
10.22%
Sharpe
1.54
Sortino
3.08
Max drawdown
-28.46%
Best month
13.57%
Worst month
-16.18%
Beta vs VTIAX
0.09
Correlation
0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.