Average annual returns
Through 20251 year
35.72%
3 year
19.81%
5 year
11.69%
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.)
12.33%
Sharpe
1.63
Sortino
3.42
Max drawdown
-26.61%
Best month
11.47%
Worst month
-13.48%
Beta vs VTIAX
1.01
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.