Average annual returns
Through 20251 year
31.58%
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
33 months through Jan. 31, 2026Volatility (ann.)
12.50%
Sharpe
1.49
Sortino
2.96
Max drawdown
-11.89%
Best month
7.76%
Worst month
-6.22%
Beta vs VTIAX
0.92
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.