Average annual returns
Through 20251 year
29.51%
3 year
16.10%
5 year
6.28%
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.)
12.97%
Sharpe
1.07
Sortino
1.79
Max drawdown
-31.52%
Best month
12.38%
Worst month
-15.69%
Beta vs VTIAX
1.02
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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