Average annual returns
Through 20251 year
27.85%
3 year
18.10%
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
51 months through Jan. 31, 2026Volatility (ann.)
12.18%
Sharpe
1.54
Sortino
3.52
Max drawdown
-22.78%
Best month
10.18%
Worst month
-12.00%
Beta vs VTIAX
0.87
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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