Average annual returns
Through 20251 year
28.59%
3 year
16.53%
5 year
8.58%
10 year
8.33%
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.)
11.82%
Sharpe
1.19
Sortino
2.17
Max drawdown
-27.92%
Best month
15.38%
Worst month
-14.02%
Beta vs VTIAX
0.99
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.