Average annual returns
Through 20251 year
21.43%
3 year
11.85%
5 year
5.24%
10 year
6.36%
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.)
11.52%
Sharpe
0.89
Sortino
1.49
Max drawdown
-25.09%
Best month
11.32%
Worst month
-10.11%
Beta vs VTIAX
0.82
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.