Average annual returns
Through 20251 year
32.93%
3 year
18.58%
5 year
8.57%
10 year
8.76%
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.)
13.89%
Sharpe
1.12
Sortino
1.89
Max drawdown
-30.53%
Best month
14.18%
Worst month
-14.02%
Beta vs VTIAX
1.06
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.