Average annual returns
Through 20251 year
50.41%
3 year
—
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
37 months through Jan. 31, 2026Volatility (ann.)
18.33%
Sharpe
0.78
Sortino
1.42
Max drawdown
-18.80%
Best month
14.04%
Worst month
-8.59%
Beta vs VTIAX
1.29
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.