Average annual returns
Through 20251 year
27.27%
3 year
15.69%
5 year
—
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
54 months through Jan. 31, 2026Volatility (ann.)
11.80%
Sharpe
1.17
Sortino
2.16
Max drawdown
-27.18%
Best month
10.67%
Worst month
-9.50%
Beta vs VTIAX
0.97
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.