Average annual returns
Through 20251 year
14.66%
3 year
13.22%
5 year
7.70%
10 year
8.51%
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.)
11.73%
Sharpe
0.98
Sortino
1.75
Max drawdown
-28.69%
Best month
13.32%
Worst month
-21.18%
Beta vs VTIAX
0.64
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.