Average annual returns
Through 20251 year
20.81%
3 year
12.25%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
39 months through Jan. 31, 2026Volatility (ann.)
13.28%
Sharpe
1.02
Sortino
1.94
Max drawdown
-11.87%
Best month
10.40%
Worst month
-5.98%
Beta vs VTIAX
0.92
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.