Average annual returns
Through 20251 year
27.69%
3 year
14.21%
5 year
5.26%
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.)
12.63%
Sharpe
1.10
Sortino
2.01
Max drawdown
-30.89%
Best month
15.73%
Worst month
-11.81%
Beta vs VTIAX
1.07
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.