Average annual returns
Through 20251 year
18.12%
3 year
10.43%
5 year
5.85%
10 year
7.13%
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.)
11.48%
Sharpe
0.86
Sortino
1.39
Max drawdown
-20.60%
Best month
10.04%
Worst month
-13.88%
Beta vs VTIAX
0.88
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.