Average annual returns
Through 20251 year
32.05%
3 year
17.01%
5 year
7.87%
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.)
11.43%
Sharpe
1.40
Sortino
2.64
Max drawdown
-27.86%
Best month
13.36%
Worst month
-16.11%
Beta vs VTIAX
1.00
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.