Average annual returns
Through 20251 year
40.11%
3 year
20.22%
5 year
12.94%
10 year
9.25%
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.)
12.10%
Sharpe
1.52
Sortino
2.92
Max drawdown
-31.40%
Best month
21.55%
Worst month
-21.06%
Beta vs VTIAX
0.98
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.