Average annual returns
Through 20251 year
4.45%
3 year
8.60%
5 year
2.61%
10 year
10.28%
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.)
9.03%
Sharpe
0.30
Sortino
0.44
Max drawdown
-19.34%
Best month
10.13%
Worst month
-10.62%
Beta vs VTIAX
0.51
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.