Average annual returns
Through 20251 year
20.09%
3 year
13.91%
5 year
1.74%
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
69 months through Jan. 31, 2026Volatility (ann.)
12.60%
Sharpe
0.99
Sortino
1.75
Max drawdown
-41.19%
Best month
15.06%
Worst month
-11.76%
Beta vs VTIAX
1.00
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.