Average annual returns
Through 20241 year
7.16%
3 year
3.33%
5 year
4.31%
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.)
11.78%
Sharpe
1.82
Sortino
4.04
Max drawdown
-28.55%
Best month
12.38%
Worst month
-17.93%
Beta vs VTIAX
0.84
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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