Average annual returns
Through 20251 year
18.83%
3 year
9.52%
5 year
3.01%
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
44 months through Jan. 31, 2026Volatility (ann.)
12.46%
Sharpe
0.65
Sortino
1.08
Max drawdown
-13.10%
Best month
11.02%
Worst month
-6.36%
Beta vs VTIAX
0.96
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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