Average annual returns
Through 20251 year
33.98%
3 year
23.33%
5 year
13.40%
10 year
11.14%
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.)
11.07%
Sharpe
1.65
Sortino
3.16
Max drawdown
-29.60%
Best month
16.62%
Worst month
-20.82%
Beta vs VTIAX
0.77
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.