Average annual returns
Through 20251 year
35.66%
3 year
16.68%
5 year
5.12%
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.)
13.65%
Sharpe
1.22
Sortino
2.23
Max drawdown
-35.98%
Best month
16.99%
Worst month
-20.22%
Beta vs VTIAX
1.02
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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