Average annual returns
Through 20251 year
25.19%
3 year
11.98%
5 year
2.57%
10 year
6.08%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
13.68%
Sharpe
0.65
Sortino
1.00
Max drawdown
-36.00%
Best month
13.88%
Worst month
-12.44%
Beta vs VTIAX
1.06
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.