Average annual returns
Through 20251 year
30.89%
3 year
15.42%
5 year
8.15%
10 year
7.32%
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.)
12.58%
Sharpe
1.15
Sortino
2.03
Max drawdown
-23.50%
Best month
10.69%
Worst month
-16.40%
Beta vs VTIAX
0.82
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.