Average annual returns
Through 20251 year
35.46%
3 year
16.76%
5 year
18.00%
10 year
11.05%
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.)
15.09%
Sharpe
0.99
Sortino
1.89
Max drawdown
-42.08%
Best month
21.70%
Worst month
-31.81%
Beta vs VTIAX
1.10
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.