Average annual returns
Through 20251 year
21.72%
3 year
13.46%
5 year
5.19%
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.)
9.51%
Sharpe
1.48
Sortino
2.80
Max drawdown
-22.28%
Best month
9.69%
Worst month
-13.54%
Beta vs VTIAX
0.68
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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