Average annual returns
Through 20251 year
29.17%
3 year
18.56%
5 year
9.91%
10 year
10.81%
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.)
11.88%
Sharpe
1.55
Sortino
2.94
Max drawdown
-30.98%
Best month
14.13%
Worst month
-20.02%
Beta vs VTIAX
0.87
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.