Average annual returns
Through 20251 year
31.18%
3 year
16.72%
5 year
8.05%
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.)
11.94%
Sharpe
1.29
Sortino
2.39
Max drawdown
-28.86%
Best month
15.05%
Worst month
-13.37%
Beta vs VTIAX
1.01
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.