Average annual returns
Through 20251 year
41.99%
3 year
20.52%
5 year
11.93%
10 year
8.47%
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.)
13.47%
Sharpe
1.40
Sortino
2.76
Max drawdown
-28.82%
Best month
16.40%
Worst month
-19.93%
Beta vs VTIAX
1.03
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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