Average annual returns
Through 20251 year
35.36%
3 year
19.38%
5 year
7.20%
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.)
12.93%
Sharpe
1.49
Sortino
3.05
Max drawdown
-31.96%
Best month
15.10%
Worst month
-13.92%
Beta vs VTIAX
0.94
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.