Average annual returns
Through 20251 year
29.98%
3 year
15.11%
5 year
7.79%
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.)
12.03%
Sharpe
1.11
Sortino
1.99
Max drawdown
-26.82%
Best month
17.30%
Worst month
-17.43%
Beta vs VTIAX
1.03
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.