Average annual returns
Through 20251 year
28.77%
3 year
6.86%
5 year
10.71%
10 year
10.44%
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.)
16.10%
Sharpe
0.83
Sortino
1.45
Max drawdown
-32.73%
Best month
17.49%
Worst month
-17.98%
Beta vs VTIAX
1.06
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.