Average annual returns
Through 20251 year
38.70%
3 year
17.50%
5 year
12.51%
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.)
12.35%
Sharpe
1.36
Sortino
2.57
Max drawdown
-29.57%
Best month
17.84%
Worst month
-20.74%
Beta vs VTIAX
0.97
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.