Average annual returns
Through 20251 year
39.04%
3 year
22.45%
5 year
13.30%
10 year
9.41%
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.)
14.51%
Sharpe
1.06
Sortino
1.66
Max drawdown
-32.01%
Best month
26.28%
Worst month
-21.28%
Beta vs VTIAX
0.20
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.