Average annual returns
Through 20251 year
27.07%
3 year
15.40%
5 year
7.75%
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
49 months through Jan. 31, 2026Volatility (ann.)
12.23%
Sharpe
1.21
Sortino
2.24
Max drawdown
-26.02%
Best month
12.02%
Worst month
-11.94%
Beta vs VTIAX
0.14
Correlation
0.13
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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