Average annual returns
Through 20251 year
34.37%
3 year
17.47%
5 year
3.05%
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
72 months through Jan. 31, 2026Volatility (ann.)
15.51%
Sharpe
1.08
Sortino
2.05
Max drawdown
-43.73%
Best month
17.39%
Worst month
-18.32%
Beta vs VTIAX
1.11
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.