Average annual returns
Through 20251 year
42.15%
3 year
20.65%
5 year
12.05%
10 year
8.55%
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.)
13.46%
Sharpe
1.41
Sortino
2.79
Max drawdown
-28.78%
Best month
16.38%
Worst month
-19.94%
Beta vs VTIAX
1.03
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.