Average annual returns
Through 20251 year
33.92%
3 year
25.14%
5 year
14.93%
10 year
11.41%
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.)
14.25%
Sharpe
1.25
Sortino
2.08
Max drawdown
-34.99%
Best month
27.15%
Worst month
-24.44%
Beta vs VTIAX
0.11
Correlation
0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.