Average annual returns
Through 20251 year
38.59%
3 year
19.64%
5 year
10.65%
10 year
8.73%
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.)
11.72%
Sharpe
1.59
Sortino
3.14
Max drawdown
-27.56%
Best month
16.41%
Worst month
-16.89%
Beta vs VTIAX
0.98
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.