Average annual returns
Through 20251 year
29.60%
3 year
21.94%
5 year
14.94%
10 year
18.04%
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.)
18.67%
Sharpe
1.07
Sortino
2.01
Max drawdown
-25.95%
Best month
17.82%
Worst month
-20.53%
Beta vs VTIAX
1.31
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.