Average annual returns
Through 20251 year
26.15%
3 year
15.81%
5 year
-2.19%
10 year
9.16%
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.)
18.60%
Sharpe
0.84
Sortino
1.64
Max drawdown
-48.32%
Best month
12.92%
Worst month
-12.65%
Beta vs VTIAX
1.25
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.