Average annual returns
Through 20251 year
17.10%
3 year
17.09%
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
51 months through Jan. 31, 2026Volatility (ann.)
21.06%
Sharpe
0.53
Sortino
0.87
Max drawdown
-50.92%
Best month
18.66%
Worst month
-13.95%
Beta vs VTIAX
1.51
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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