Average annual returns
Through 20251 year
33.04%
3 year
9.09%
5 year
12.02%
10 year
10.22%
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.)
16.99%
Sharpe
0.87
Sortino
1.54
Max drawdown
-32.19%
Best month
19.04%
Worst month
-20.43%
Beta vs VTIAX
1.07
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.