Average annual returns
Through 20251 year
61.85%
3 year
22.69%
5 year
12.37%
10 year
9.11%
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.)
15.00%
Sharpe
1.51
Sortino
3.03
Max drawdown
-32.11%
Best month
25.98%
Worst month
-23.69%
Beta vs VTIAX
1.07
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.