Average annual returns
Through 20251 year
32.05%
3 year
17.33%
5 year
9.10%
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
75 months through Jan. 31, 2026Volatility (ann.)
11.87%
Sharpe
1.36
Sortino
2.55
Max drawdown
-27.51%
Best month
14.93%
Worst month
-14.51%
Beta vs VTIAX
1.00
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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