Average annual returns
Through 20251 year
29.62%
3 year
13.74%
5 year
3.06%
10 year
6.95%
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.)
13.27%
Sharpe
0.94
Sortino
1.62
Max drawdown
-38.98%
Best month
13.91%
Worst month
-18.34%
Beta vs VTIAX
1.14
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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