Average annual returns
Through 20251 year
19.28%
3 year
11.67%
5 year
4.73%
10 year
7.18%
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.)
14.50%
Sharpe
0.42
Sortino
0.61
Max drawdown
-30.58%
Best month
14.34%
Worst month
-12.54%
Beta vs VTIAX
1.06
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.