Average annual returns
Through 20251 year
26.67%
3 year
—
5 year
—
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
27 months through Jan. 31, 2026Volatility (ann.)
16.42%
Sharpe
1.94
Sortino
4.15
Max drawdown
-11.36%
Best month
9.70%
Worst month
-8.03%
Beta vs VTIAX
0.52
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.