Average annual returns
Through 20251 year
21.16%
3 year
12.41%
5 year
4.18%
10 year
10.03%
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.)
15.64%
Sharpe
0.57
Sortino
0.91
Max drawdown
-35.02%
Best month
11.36%
Worst month
-14.59%
Beta vs VTIAX
1.20
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.