Average annual returns
Through 20251 year
20.39%
3 year
11.86%
5 year
1.78%
10 year
7.69%
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.)
13.21%
Sharpe
0.67
Sortino
1.13
Max drawdown
-36.53%
Best month
13.67%
Worst month
-14.98%
Beta vs VTIAX
1.08
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.