Average annual returns
Through 20251 year
21.94%
3 year
15.46%
5 year
4.20%
10 year
8.77%
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.)
13.31%
Sharpe
0.91
Sortino
1.49
Max drawdown
-35.44%
Best month
17.10%
Worst month
-12.67%
Beta vs VTIAX
0.71
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.