Average annual returns
Through 20251 year
38.55%
3 year
21.07%
5 year
13.10%
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.)
10.29%
Sharpe
2.00
Sortino
4.41
Max drawdown
-26.81%
Best month
15.23%
Worst month
-16.13%
Beta vs VTIAX
0.82
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.