Average annual returns
Through 20251 year
25.86%
3 year
14.60%
5 year
6.22%
10 year
7.74%
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.)
11.67%
Sharpe
1.12
Sortino
2.01
Max drawdown
-31.52%
Best month
14.56%
Worst month
-13.26%
Beta vs VTIAX
0.97
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.