Average annual returns
Through 20251 year
30.28%
3 year
18.42%
5 year
9.02%
10 year
10.40%
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.)
12.92%
Sharpe
1.42
Sortino
2.65
Max drawdown
-29.76%
Best month
14.27%
Worst month
-18.82%
Beta vs VTIAX
0.90
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.