Average annual returns
Through 20251 year
26.10%
3 year
15.29%
5 year
6.06%
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
78 months through Jan. 31, 2026Volatility (ann.)
11.06%
Sharpe
1.18
Sortino
2.14
Max drawdown
-26.67%
Best month
15.48%
Worst month
-14.47%
Beta vs VTIAX
0.05
Correlation
0.05
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.