Average annual returns
Through 20251 year
36.03%
3 year
19.81%
5 year
8.56%
10 year
8.26%
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.)
13.08%
Sharpe
1.42
Sortino
2.65
Max drawdown
-32.46%
Best month
10.69%
Worst month
-14.02%
Beta vs VTIAX
0.92
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.