Average annual returns
Through 20251 year
25.49%
3 year
12.70%
5 year
3.18%
10 year
6.93%
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.)
13.55%
Sharpe
1.03
Sortino
2.21
Max drawdown
-39.60%
Best month
15.41%
Worst month
-16.41%
Beta vs VTIAX
0.83
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.