Average annual returns
Through 20251 year
36.05%
3 year
15.63%
5 year
0.61%
10 year
7.06%
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.)
15.52%
Sharpe
0.93
Sortino
1.64
Max drawdown
-43.65%
Best month
14.09%
Worst month
-20.69%
Beta vs VTIAX
1.12
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.