Average annual returns
Through 20251 year
29.61%
3 year
15.12%
5 year
8.63%
10 year
6.92%
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.)
11.08%
Sharpe
1.43
Sortino
2.57
Max drawdown
-22.74%
Best month
13.68%
Worst month
-13.83%
Beta vs VTIAX
0.46
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.