Average annual returns
Through 20251 year
30.87%
3 year
17.58%
5 year
8.39%
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.)
13.96%
Sharpe
0.92
Sortino
1.44
Max drawdown
-29.39%
Best month
14.85%
Worst month
-12.97%
Beta vs VTIAX
1.02
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.