Average annual returns
Through 20251 year
15.22%
3 year
—
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
34 months through Jan. 31, 2026Volatility (ann.)
14.30%
Sharpe
0.44
Sortino
0.73
Max drawdown
-13.68%
Best month
10.46%
Worst month
-6.60%
Beta vs VTIAX
1.14
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.