Average annual returns
Through 20251 year
23.56%
3 year
13.44%
5 year
6.87%
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.)
10.37%
Sharpe
1.21
Sortino
2.20
Max drawdown
-21.84%
Best month
10.05%
Worst month
-10.09%
Beta vs VTIAX
0.77
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.