Average annual returns
Through 20251 year
35.66%
3 year
18.56%
5 year
8.72%
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.)
12.40%
Sharpe
1.45
Sortino
3.09
Max drawdown
-32.23%
Best month
11.60%
Worst month
-21.98%
Beta vs VTIAX
1.02
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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