Average annual returns
Through 20251 year
30.91%
3 year
14.55%
5 year
13.46%
10 year
10.67%
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.)
11.28%
Sharpe
1.54
Sortino
2.95
Max drawdown
-27.86%
Best month
18.39%
Worst month
-18.16%
Beta vs VTIAX
0.79
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.