Average annual returns
Through 20251 year
39.09%
3 year
19.32%
5 year
9.57%
10 year
5.88%
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.)
11.59%
Sharpe
1.62
Sortino
3.21
Max drawdown
-29.38%
Best month
14.12%
Worst month
-16.54%
Beta vs VTIAX
0.99
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.