Average annual returns
Through 20251 year
37.73%
3 year
19.24%
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
39 months through Jan. 31, 2026Volatility (ann.)
13.28%
Sharpe
1.41
Sortino
2.51
Max drawdown
-9.19%
Best month
10.29%
Worst month
-6.01%
Beta vs VTIAX
0.89
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.