Average annual returns
Through 20251 year
33.02%
3 year
22.99%
5 year
14.95%
10 year
10.38%
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.)
14.19%
Sharpe
1.70
Sortino
3.59
Max drawdown
-30.67%
Best month
11.06%
Worst month
-21.14%
Beta vs VTIAX
0.18
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.