Average annual returns
Through 20251 year
20.73%
3 year
9.04%
5 year
5.47%
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.)
14.55%
Sharpe
0.57
Sortino
0.90
Max drawdown
-27.49%
Best month
16.56%
Worst month
-21.51%
Beta vs VTIAX
1.15
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.