Average annual returns
Through 20251 year
38.70%
3 year
21.96%
5 year
11.27%
10 year
8.31%
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.)
11.22%
Sharpe
1.88
Sortino
4.11
Max drawdown
-27.74%
Best month
12.51%
Worst month
-15.95%
Beta vs VTIAX
0.92
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.