Average annual returns
Through 20251 year
28.03%
3 year
13.93%
5 year
3.25%
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.)
13.96%
Sharpe
0.92
Sortino
1.68
Max drawdown
-40.30%
Best month
13.55%
Worst month
-18.84%
Beta vs VTIAX
1.15
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.