Average annual returns
Through 20251 year
33.18%
3 year
12.94%
5 year
1.31%
10 year
7.18%
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.)
16.66%
Sharpe
0.65
Sortino
1.05
Max drawdown
-42.78%
Best month
21.12%
Worst month
-15.86%
Beta vs VTIAX
1.01
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.