Average annual returns
Through 20251 year
33.33%
3 year
17.47%
5 year
8.23%
10 year
8.03%
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.)
11.10%
Sharpe
1.47
Sortino
2.84
Max drawdown
-30.00%
Best month
14.57%
Worst month
-13.54%
Beta vs VTIAX
0.90
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.