Average annual returns
Through 20251 year
28.62%
3 year
18.86%
5 year
11.00%
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
67 months through Jan. 31, 2026Volatility (ann.)
10.81%
Sharpe
1.67
Sortino
3.23
Max drawdown
-20.22%
Best month
11.84%
Worst month
-9.70%
Beta vs VTIAX
0.04
Correlation
0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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