Average annual returns
Through 20251 year
12.33%
3 year
16.11%
5 year
4.73%
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.)
11.16%
Sharpe
1.24
Sortino
2.35
Max drawdown
-35.93%
Best month
11.16%
Worst month
-11.57%
Beta vs VTIAX
0.74
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.