Average annual returns
Through 20251 year
34.28%
3 year
16.55%
5 year
4.24%
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.)
15.96%
Sharpe
0.92
Sortino
1.45
Max drawdown
-35.65%
Best month
14.86%
Worst month
-14.52%
Beta vs VTIAX
0.94
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.