Average annual returns
Through 20251 year
45.45%
3 year
20.72%
5 year
11.96%
10 year
8.96%
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.)
11.06%
Sharpe
1.83
Sortino
3.73
Max drawdown
-27.97%
Best month
13.02%
Worst month
-17.15%
Beta vs VTIAX
0.93
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.