Average annual returns
Through 20251 year
44.65%
3 year
21.59%
5 year
13.32%
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.)
11.86%
Sharpe
1.77
Sortino
3.61
Max drawdown
-27.31%
Best month
18.45%
Worst month
-17.22%
Beta vs VTIAX
0.94
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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