Average annual returns
Through 20251 year
6.23%
3 year
9.23%
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
55 months through Jan. 31, 2026Volatility (ann.)
13.70%
Sharpe
0.62
Sortino
1.08
Max drawdown
-31.98%
Best month
12.48%
Worst month
-12.83%
Beta vs VTIAX
0.97
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.