Average annual returns
Through 20251 year
36.34%
3 year
23.19%
5 year
9.44%
10 year
9.04%
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.)
13.58%
Sharpe
1.68
Sortino
3.56
Max drawdown
-39.20%
Best month
10.01%
Worst month
-14.74%
Beta vs VTIAX
1.07
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.