Average annual returns
Through 20251 year
11.53%
3 year
11.90%
5 year
5.58%
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
30 months through Jan. 31, 2026Volatility (ann.)
12.72%
Sharpe
0.59
Sortino
0.96
Max drawdown
-11.37%
Best month
8.80%
Worst month
-6.77%
Beta vs VTIAX
0.92
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.