Average annual returns
Through 20251 year
16.00%
3 year
22.78%
5 year
11.65%
10 year
9.40%
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.)
12.25%
Sharpe
1.56
Sortino
2.86
Max drawdown
-29.74%
Best month
10.91%
Worst month
-18.81%
Beta vs VTIAX
0.68
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.