Average annual returns
Through 20251 year
41.29%
3 year
23.21%
5 year
11.15%
10 year
9.11%
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.)
11.68%
Sharpe
1.95
Sortino
4.36
Max drawdown
-29.47%
Best month
12.18%
Worst month
-15.62%
Beta vs VTIAX
1.00
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.