Average annual returns
Through 20251 year
35.76%
3 year
16.01%
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
60 months through Jan. 31, 2026Volatility (ann.)
13.19%
Sharpe
1.21
Sortino
2.26
Max drawdown
-38.14%
Best month
15.96%
Worst month
-10.83%
Beta vs VTIAX
0.98
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.