Average annual returns
Through 20251 year
22.68%
3 year
21.94%
5 year
7.94%
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
78 months through Jan. 31, 2026Volatility (ann.)
15.03%
Sharpe
1.49
Sortino
3.21
Max drawdown
-38.87%
Best month
10.27%
Worst month
-11.88%
Beta vs VTIAX
1.02
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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