Average annual returns
Through 20251 year
43.28%
3 year
24.29%
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
45 months through Jan. 31, 2026Volatility (ann.)
12.20%
Sharpe
1.74
Sortino
3.43
Max drawdown
-21.55%
Best month
13.83%
Worst month
-9.70%
Beta vs VTIAX
0.91
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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