Average annual returns
Through 20251 year
36.47%
3 year
14.77%
5 year
1.52%
10 year
7.87%
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.)
15.30%
Sharpe
0.92
Sortino
1.50
Max drawdown
-38.75%
Best month
16.14%
Worst month
-16.05%
Beta vs VTIAX
0.98
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.