Average annual returns
Through 20251 year
28.21%
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
36 months through Jan. 31, 2026Volatility (ann.)
20.94%
Sharpe
0.37
Sortino
0.64
Max drawdown
-28.09%
Best month
19.46%
Worst month
-10.52%
Beta vs VTIAX
0.85
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.