Average annual returns
Through 20251 year
13.91%
3 year
12.33%
5 year
5.06%
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
75 months through March 31, 2026Volatility (ann.)
13.97%
Sharpe
0.47
Sortino
0.69
Max drawdown
-32.89%
Best month
14.98%
Worst month
-19.69%
Beta vs VTIAX
0.98
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.