Average annual returns
Through 20251 year
22.50%
3 year
16.92%
5 year
11.65%
10 year
9.90%
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.)
10.98%
Sharpe
1.19
Sortino
1.98
Max drawdown
-27.46%
Best month
16.49%
Worst month
-19.51%
Beta vs VTIAX
0.77
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.