Average annual returns
Through 20251 year
9.18%
3 year
10.18%
5 year
2.69%
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.)
14.21%
Sharpe
0.64
Sortino
1.18
Max drawdown
-30.27%
Best month
12.95%
Worst month
-19.24%
Beta vs VTIAX
1.07
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.