Average annual returns
Through 20251 year
27.02%
3 year
14.45%
5 year
7.26%
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
78 months through Jan. 31, 2026Volatility (ann.)
12.08%
Sharpe
1.07
Sortino
1.86
Max drawdown
-28.43%
Best month
13.34%
Worst month
-13.65%
Beta vs VTIAX
1.00
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.