Average annual returns
Through 20251 year
32.26%
3 year
8.90%
5 year
2.52%
10 year
8.83%
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.)
18.24%
Sharpe
0.47
Sortino
0.72
Max drawdown
-30.17%
Best month
18.42%
Worst month
-19.49%
Beta vs VTIAX
1.43
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.