Average annual returns
Through 20251 year
39.89%
3 year
17.72%
5 year
3.64%
10 year
8.88%
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.)
14.11%
Sharpe
1.24
Sortino
2.34
Max drawdown
-38.53%
Best month
15.26%
Worst month
-16.38%
Beta vs VTIAX
1.01
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.