Average annual returns
Through 20251 year
35.00%
3 year
14.61%
5 year
5.71%
10 year
7.00%
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.)
15.28%
Sharpe
0.86
Sortino
1.38
Max drawdown
-32.02%
Best month
13.50%
Worst month
-15.91%
Beta vs VTIAX
1.11
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.