Average annual returns
Through 20251 year
23.64%
3 year
18.06%
5 year
3.15%
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
81 months through March 31, 2026Volatility (ann.)
15.52%
Sharpe
0.94
Sortino
1.77
Max drawdown
-47.25%
Best month
14.06%
Worst month
-14.99%
Beta vs VTIAX
1.07
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.