Average annual returns
Through 20241 year
8.07%
3 year
2.32%
5 year
3.45%
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.)
11.02%
Sharpe
1.69
Sortino
3.39
Max drawdown
-26.75%
Best month
11.09%
Worst month
-15.90%
Beta vs VTIAX
0.83
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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