Average annual returns
Through 20251 year
30.58%
3 year
10.63%
5 year
-3.28%
10 year
5.04%
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.)
23.03%
Sharpe
0.28
Sortino
0.51
Max drawdown
-55.88%
Best month
27.33%
Worst month
-14.95%
Beta vs VTIAX
0.94
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.