Average annual returns
Through 20251 year
16.47%
3 year
7.40%
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
39 months through Jan. 31, 2026Volatility (ann.)
15.38%
Sharpe
0.37
Sortino
0.58
Max drawdown
-18.21%
Best month
8.49%
Worst month
-8.19%
Beta vs VTIAX
1.17
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.