Average annual returns
Through 20251 year
14.36%
3 year
12.04%
5 year
6.74%
10 year
9.07%
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.)
15.39%
Sharpe
0.62
Sortino
1.00
Max drawdown
-28.68%
Best month
11.68%
Worst month
-15.90%
Beta vs VTIAX
1.15
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.