Average annual returns
Through 20251 year
36.83%
3 year
25.93%
5 year
10.30%
10 year
10.08%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through March 31, 2026Volatility (ann.)
20.33%
Sharpe
0.90
Sortino
1.60
Max drawdown
-34.71%
Best month
21.61%
Worst month
-23.01%
Beta vs VTIAX
1.25
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.