Average annual returns
Through 20251 year
32.25%
3 year
17.16%
5 year
8.00%
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.)
11.42%
Sharpe
1.42
Sortino
2.67
Max drawdown
-27.74%
Best month
13.38%
Worst month
-16.07%
Beta vs VTIAX
1.00
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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