Average annual returns
Through 20251 year
22.72%
3 year
12.42%
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
41 months through Jan. 31, 2026Volatility (ann.)
12.80%
Sharpe
0.98
Sortino
1.77
Max drawdown
-12.26%
Best month
15.28%
Worst month
-5.82%
Beta vs VTIAX
1.07
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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