Average annual returns
Through 20251 year
32.64%
3 year
17.76%
5 year
8.38%
10 year
8.65%
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.)
12.97%
Sharpe
1.15
Sortino
1.85
Max drawdown
-27.34%
Best month
13.37%
Worst month
-14.17%
Beta vs VTIAX
0.98
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.