Average annual returns
Through 20251 year
8.52%
3 year
12.25%
5 year
7.73%
10 year
6.93%
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.)
11.33%
Sharpe
0.63
Sortino
0.93
Max drawdown
-28.25%
Best month
13.23%
Worst month
-20.10%
Beta vs VTIAX
0.66
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.