Average annual returns
Through 20251 year
38.02%
3 year
19.93%
5 year
13.08%
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.)
10.92%
Sharpe
1.77
Sortino
3.55
Max drawdown
-28.28%
Best month
15.38%
Worst month
-19.05%
Beta vs VTIAX
0.90
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.