Average annual returns
Through 20251 year
23.30%
3 year
14.08%
5 year
9.37%
10 year
8.38%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through March 31, 2026Volatility (ann.)
11.77%
Sharpe
0.98
Sortino
1.67
Max drawdown
-15.60%
Best month
8.62%
Worst month
-7.65%
Beta vs VTIAX
0.84
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.