Average annual returns
Through 20251 year
129.04%
3 year
36.51%
5 year
12.39%
10 year
18.93%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Jan. 31, 2026Volatility (ann.)
30.26%
Sharpe
1.21
Sortino
2.49
Max drawdown
-44.72%
Best month
35.84%
Worst month
-15.99%
Beta vs VTIAX
1.48
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.