Average annual returns
Through 20251 year
7.82%
3 year
21.37%
5 year
-1.13%
10 year
11.93%
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.)
17.61%
Sharpe
0.36
Sortino
0.58
Max drawdown
-54.15%
Best month
16.63%
Worst month
-13.95%
Beta vs VTIAX
0.95
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.