Average annual returns
Through 20251 year
30.25%
3 year
16.72%
5 year
8.08%
10 year
6.91%
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.)
11.56%
Sharpe
1.37
Sortino
2.63
Max drawdown
-29.48%
Best month
12.06%
Worst month
-16.90%
Beta vs VTIAX
0.99
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.