Average annual returns
Through 20251 year
29.57%
3 year
15.21%
5 year
5.96%
10 year
7.77%
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.)
12.29%
Sharpe
1.28
Sortino
2.56
Max drawdown
-31.42%
Best month
13.36%
Worst month
-17.79%
Beta vs VTIAX
0.90
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.