Average annual returns
Through 20251 year
22.01%
3 year
8.18%
5 year
0.73%
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.)
14.77%
Sharpe
0.52
Sortino
0.86
Max drawdown
-32.71%
Best month
12.80%
Worst month
-21.77%
Beta vs VTIAX
1.13
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.