Average annual returns
Through 20251 year
25.56%
3 year
10.48%
5 year
5.55%
10 year
7.05%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
60 months through Jan. 31, 2026Volatility (ann.)
14.69%
Sharpe
0.67
Sortino
1.21
Max drawdown
-23.80%
Best month
10.02%
Worst month
-10.18%
Beta vs VTIAX
1.13
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.