Average annual returns
Through 20251 year
27.67%
3 year
17.40%
5 year
8.92%
10 year
9.60%
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.)
11.81%
Sharpe
1.30
Sortino
2.56
Max drawdown
-27.84%
Best month
17.74%
Worst month
-15.33%
Beta vs VTIAX
0.97
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.