Average annual returns
Through 20251 year
30.81%
3 year
14.79%
5 year
7.19%
10 year
6.19%
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.)
11.49%
Sharpe
1.11
Sortino
1.95
Max drawdown
-9.47%
Best month
12.55%
Worst month
-5.54%
Beta vs VTIAX
0.92
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.