Average annual returns
Through 20251 year
38.27%
3 year
17.69%
5 year
5.41%
10 year
7.71%
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.)
13.50%
Sharpe
1.25
Sortino
2.19
Max drawdown
-34.84%
Best month
18.04%
Worst month
-18.26%
Beta vs VTIAX
0.02
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.