Average annual returns
Through 20251 year
40.20%
3 year
19.34%
5 year
11.20%
10 year
8.26%
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.)
14.74%
Sharpe
0.91
Sortino
1.55
Max drawdown
-36.87%
Best month
13.80%
Worst month
-11.08%
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.