Average annual returns
Through 20251 year
35.63%
3 year
17.87%
5 year
2.58%
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.)
14.97%
Sharpe
1.25
Sortino
2.51
Max drawdown
-39.76%
Best month
11.72%
Worst month
-14.95%
Beta vs VTIAX
1.02
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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