Average annual returns
Through 20251 year
39.66%
3 year
7.38%
5 year
-0.87%
10 year
8.53%
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.)
20.37%
Sharpe
0.63
Sortino
1.13
Max drawdown
-39.38%
Best month
15.49%
Worst month
-14.73%
Beta vs VTIAX
1.46
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.