Average annual returns
Through 20251 year
34.40%
3 year
20.28%
5 year
14.26%
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.)
13.73%
Sharpe
1.24
Sortino
2.32
Max drawdown
-26.34%
Best month
13.65%
Worst month
-20.50%
Beta vs VTIAX
1.02
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.