Average annual returns
Through 20251 year
32.66%
3 year
15.71%
5 year
2.32%
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.)
14.90%
Sharpe
1.06
Sortino
1.91
Max drawdown
-39.18%
Best month
16.40%
Worst month
-17.34%
Beta vs VTIAX
1.07
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.