Average annual returns
Through 20251 year
45.55%
3 year
23.91%
5 year
9.69%
10 year
12.85%
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.)
14.22%
Sharpe
1.59
Sortino
3.04
Max drawdown
-35.78%
Best month
11.64%
Worst month
-11.74%
Beta vs VTIAX
0.93
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.