Average annual returns
Through 20251 year
36.28%
3 year
18.69%
5 year
5.33%
10 year
6.44%
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.)
13.14%
Sharpe
1.40
Sortino
2.64
Max drawdown
-37.95%
Best month
13.28%
Worst month
-16.49%
Beta vs VTIAX
0.97
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.