Average annual returns
Through 20251 year
29.35%
3 year
17.19%
5 year
8.54%
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.)
11.88%
Sharpe
1.29
Sortino
2.48
Max drawdown
-27.84%
Best month
16.75%
Worst month
-12.62%
Beta vs VTIAX
0.99
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.