Average annual returns
Through 20251 year
18.22%
3 year
9.31%
5 year
0.63%
10 year
6.09%
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.)
15.21%
Sharpe
0.37
Sortino
0.59
Max drawdown
-35.37%
Best month
13.06%
Worst month
-13.66%
Beta vs VTIAX
1.15
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.