Average annual returns
Through 20251 year
36.12%
3 year
16.54%
5 year
8.14%
10 year
8.11%
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.)
12.95%
Sharpe
1.24
Sortino
2.29
Max drawdown
-30.09%
Best month
14.31%
Worst month
-17.97%
Beta vs VTIAX
1.07
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.