Average annual returns
Through 20251 year
37.65%
3 year
22.15%
5 year
12.21%
10 year
9.55%
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.)
15.74%
Sharpe
0.89
Sortino
1.43
Max drawdown
-32.37%
Best month
21.10%
Worst month
-16.23%
Beta vs VTIAX
1.14
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.