Average annual returns
Through 20251 year
39.88%
3 year
19.09%
5 year
9.67%
10 year
7.44%
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.)
14.75%
Sharpe
0.89
Sortino
1.52
Max drawdown
-36.93%
Best month
13.80%
Worst month
-11.10%
Beta vs VTIAX
0.68
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.