Average annual returns
Through 20251 year
7.80%
3 year
6.24%
5 year
3.25%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Jan. 31, 2026Volatility (ann.)
11.92%
Sharpe
0.48
Sortino
0.68
Max drawdown
-17.20%
Best month
12.15%
Worst month
-11.01%
Beta vs VTIAX
0.71
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.