Average annual returns
Through 20251 year
54.02%
3 year
13.64%
5 year
7.60%
10 year
12.81%
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.)
20.35%
Sharpe
0.75
Sortino
1.43
Max drawdown
-42.52%
Best month
18.77%
Worst month
-35.33%
Beta vs VTIAX
1.41
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.