Average annual returns
Through 20251 year
35.20%
3 year
18.19%
5 year
9.97%
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.)
12.97%
Sharpe
1.28
Sortino
2.43
Max drawdown
-30.87%
Best month
16.75%
Worst month
-17.01%
Beta vs VTIAX
1.05
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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