Average annual returns
Through 20251 year
36.19%
3 year
22.42%
5 year
6.87%
10 year
9.08%
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.)
14.72%
Sharpe
1.52
Sortino
2.85
Max drawdown
-36.97%
Best month
13.45%
Worst month
-14.26%
Beta vs VTIAX
0.12
Correlation
0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.