Average annual returns
Through 20251 year
17.89%
3 year
12.45%
5 year
—
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
41 months through Jan. 31, 2026Volatility (ann.)
11.52%
Sharpe
0.86
Sortino
1.60
Max drawdown
-11.80%
Best month
14.03%
Worst month
-5.35%
Beta vs VTIAX
0.86
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.