Average annual returns
Through 20251 year
36.95%
3 year
22.89%
5 year
11.97%
10 year
9.31%
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.)
13.55%
Sharpe
1.30
Sortino
2.07
Max drawdown
-31.24%
Best month
20.70%
Worst month
-20.28%
Beta vs VTIAX
0.19
Correlation
0.16
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.