Average annual returns
Through 20251 year
26.56%
3 year
17.64%
5 year
6.56%
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.)
11.59%
Sharpe
1.50
Sortino
2.83
Max drawdown
-28.64%
Best month
12.23%
Worst month
-9.21%
Beta vs VTIAX
0.84
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.