Average annual returns
Through 20251 year
35.22%
3 year
16.17%
5 year
3.57%
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.)
13.41%
Sharpe
1.18
Sortino
2.15
Max drawdown
-37.78%
Best month
16.65%
Worst month
-16.73%
Beta vs VTIAX
0.99
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.