Average annual returns
Through 20251 year
28.27%
3 year
16.34%
5 year
8.95%
10 year
—
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.)
12.02%
Sharpe
1.18
Sortino
2.09
Max drawdown
-27.55%
Best month
15.91%
Worst month
-8.70%
Beta vs VTIAX
0.94
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.