Average annual returns
Through 20251 year
21.79%
3 year
13.89%
5 year
10.23%
10 year
8.70%
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.)
12.83%
Sharpe
1.21
Sortino
2.23
Max drawdown
-30.23%
Best month
12.82%
Worst month
-22.91%
Beta vs VTIAX
0.91
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.