Average annual returns
Through 20251 year
32.92%
3 year
15.77%
5 year
5.90%
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.)
12.86%
Sharpe
1.26
Sortino
2.30
Max drawdown
-28.47%
Best month
13.83%
Worst month
-11.70%
Beta vs VTIAX
1.05
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.