Average annual returns
Through 20251 year
27.66%
3 year
14.79%
5 year
3.83%
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.)
13.52%
Sharpe
1.06
Sortino
1.92
Max drawdown
-36.60%
Best month
14.80%
Worst month
-14.51%
Beta vs VTIAX
0.92
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.