Average annual returns
Through 20251 year
28.64%
3 year
13.56%
5 year
0.21%
10 year
6.52%
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.)
13.83%
Sharpe
0.97
Sortino
1.74
Max drawdown
-41.50%
Best month
15.37%
Worst month
-13.91%
Beta vs VTIAX
1.02
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.