Average annual returns
Through 20251 year
36.09%
3 year
18.80%
5 year
8.58%
10 year
9.06%
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.)
11.79%
Sharpe
1.42
Sortino
2.71
Max drawdown
-30.02%
Best month
17.16%
Worst month
-17.21%
Beta vs VTIAX
0.29
Correlation
0.28
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.