Average annual returns
Through 20251 year
18.42%
3 year
12.00%
5 year
8.31%
10 year
8.72%
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.)
11.95%
Sharpe
1.03
Sortino
1.79
Max drawdown
-22.35%
Best month
9.12%
Worst month
-16.23%
Beta vs VTIAX
0.86
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.