Average annual returns
Through 20251 year
42.84%
3 year
21.94%
5 year
5.27%
10 year
9.95%
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.)
15.28%
Sharpe
1.22
Sortino
2.09
Max drawdown
-40.60%
Best month
13.23%
Worst month
-20.05%
Beta vs VTIAX
1.01
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.