Average annual returns
Through 20251 year
33.14%
3 year
15.92%
5 year
6.03%
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.)
12.88%
Sharpe
1.27
Sortino
2.33
Max drawdown
-28.35%
Best month
13.89%
Worst month
-11.71%
Beta vs VTIAX
1.06
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.