Average annual returns
Through 20251 year
44.22%
3 year
18.12%
5 year
13.04%
10 year
9.30%
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.)
12.57%
Sharpe
1.57
Sortino
2.84
Max drawdown
-34.05%
Best month
18.85%
Worst month
-24.96%
Beta vs VTIAX
0.94
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.