Average annual returns
Through 20251 year
20.86%
3 year
13.52%
5 year
7.14%
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
66 months through March 31, 2026Volatility (ann.)
12.88%
Sharpe
0.72
Sortino
1.16
Max drawdown
-28.07%
Best month
10.49%
Worst month
-8.23%
Beta vs VTIAX
0.86
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.