Average annual returns
Through 20251 year
29.87%
3 year
15.32%
5 year
6.35%
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.)
12.32%
Sharpe
1.19
Sortino
2.32
Max drawdown
-31.77%
Best month
13.05%
Worst month
-20.54%
Beta vs VTIAX
1.03
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.