Average annual returns
Through 20251 year
24.83%
3 year
14.83%
5 year
4.69%
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.)
11.53%
Sharpe
1.20
Sortino
2.18
Max drawdown
-31.94%
Best month
14.46%
Worst month
-17.51%
Beta vs VTIAX
0.84
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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