Average annual returns
Through 20251 year
31.58%
3 year
17.27%
5 year
9.02%
10 year
8.36%
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.)
11.73%
Sharpe
1.29
Sortino
2.39
Max drawdown
-27.53%
Best month
14.78%
Worst month
-14.50%
Beta vs VTIAX
0.99
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.