Average annual returns
Through 20251 year
14.70%
3 year
5.46%
5 year
16.82%
10 year
12.38%
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.)
19.91%
Sharpe
0.73
Sortino
1.32
Max drawdown
-36.03%
Best month
16.86%
Worst month
-24.66%
Beta vs VTIAX
1.00
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.