Average annual returns
Through 20251 year
24.76%
3 year
10.57%
5 year
7.74%
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.)
13.14%
Sharpe
0.73
Sortino
1.20
Max drawdown
-29.16%
Best month
16.45%
Worst month
-19.81%
Beta vs VTIAX
1.01
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.