Average annual returns
Through 20251 year
40.23%
3 year
19.30%
5 year
12.20%
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.)
10.96%
Sharpe
1.70
Sortino
3.44
Max drawdown
-22.79%
Best month
13.82%
Worst month
-15.00%
Beta vs VTIAX
0.85
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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