Average annual returns
Through 20251 year
32.21%
3 year
14.86%
5 year
9.29%
10 year
7.09%
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.)
12.31%
Sharpe
1.20
Sortino
2.12
Max drawdown
-29.05%
Best month
15.12%
Worst month
-21.50%
Beta vs VTIAX
0.89
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.