Average annual returns
Through 20251 year
32.18%
3 year
17.43%
5 year
7.15%
10 year
7.82%
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.)
10.92%
Sharpe
1.51
Sortino
2.97
Max drawdown
-29.17%
Best month
11.54%
Worst month
-16.17%
Beta vs VTIAX
0.93
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.