Average annual returns
Through 20251 year
16.84%
3 year
11.65%
5 year
5.46%
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.)
11.35%
Sharpe
0.87
Sortino
1.46
Max drawdown
-26.33%
Best month
11.72%
Worst month
-12.47%
Beta vs VTIAX
0.87
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.