Average annual returns
Through 20251 year
9.78%
3 year
8.33%
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
50 months through Jan. 31, 2026Volatility (ann.)
11.39%
Sharpe
0.51
Sortino
0.84
Max drawdown
-29.69%
Best month
12.64%
Worst month
-8.51%
Beta vs VTIAX
0.84
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.