Average annual returns
Through 20251 year
41.03%
3 year
20.03%
5 year
12.75%
10 year
9.91%
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.)
11.73%
Sharpe
1.66
Sortino
3.31
Max drawdown
-27.49%
Best month
17.84%
Worst month
-17.74%
Beta vs VTIAX
0.99
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.