Average annual returns
Through 20251 year
28.16%
3 year
11.67%
5 year
8.44%
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
72 months through Jan. 31, 2026Volatility (ann.)
14.55%
Sharpe
0.77
Sortino
1.32
Max drawdown
-23.41%
Best month
13.08%
Worst month
-16.76%
Beta vs VTIAX
0.13
Correlation
0.11
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.