Average annual returns
Through 20251 year
31.56%
3 year
17.20%
5 year
8.96%
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.)
11.98%
Sharpe
1.33
Sortino
2.48
Max drawdown
-27.62%
Best month
14.92%
Worst month
-14.69%
Beta vs VTIAX
1.01
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.