Average annual returns
Through 20251 year
31.48%
3 year
15.08%
5 year
7.10%
10 year
5.86%
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.)
14.34%
Sharpe
0.83
Sortino
1.31
Max drawdown
-23.41%
Best month
10.78%
Worst month
-9.80%
Beta vs VTIAX
1.09
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.