Average annual returns
Through 20251 year
14.01%
3 year
-0.47%
5 year
2.17%
10 year
4.08%
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.)
15.14%
Sharpe
0.19
Sortino
0.28
Max drawdown
-31.84%
Best month
18.76%
Worst month
-18.78%
Beta vs VTIAX
1.01
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.