Average annual returns
Through 20251 year
26.66%
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.)
10.60%
Sharpe
1.87
Sortino
4.96
Max drawdown
-6.24%
Best month
7.79%
Worst month
-2.96%
Beta vs VTIAX
0.70
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.