Average annual returns
Through 20251 year
36.43%
3 year
19.61%
5 year
11.08%
10 year
7.85%
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.)
11.26%
Sharpe
1.59
Sortino
3.08
Max drawdown
-26.17%
Best month
17.85%
Worst month
-16.61%
Beta vs VTIAX
0.06
Correlation
0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.