Average annual returns
Through 20251 year
35.05%
3 year
19.69%
5 year
9.13%
10 year
8.51%
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.)
13.23%
Sharpe
1.33
Sortino
2.35
Max drawdown
-30.76%
Best month
11.64%
Worst month
-11.63%
Beta vs VTIAX
1.00
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.