Average annual returns
Through 20251 year
32.39%
3 year
13.66%
5 year
0.56%
10 year
7.02%
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.)
13.52%
Sharpe
0.98
Sortino
1.72
Max drawdown
-40.79%
Best month
14.91%
Worst month
-19.07%
Beta vs VTIAX
1.00
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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