Average annual returns
Through 20251 year
31.91%
3 year
15.67%
5 year
3.61%
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
70 months through Jan. 31, 2026Volatility (ann.)
13.30%
Sharpe
1.22
Sortino
2.27
Max drawdown
-35.20%
Best month
14.03%
Worst month
-11.07%
Beta vs VTIAX
0.94
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.