Average annual returns
Through 20251 year
29.93%
3 year
15.42%
5 year
10.23%
10 year
7.75%
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.)
11.03%
Sharpe
1.46
Sortino
2.65
Max drawdown
-22.87%
Best month
13.53%
Worst month
-13.96%
Beta vs VTIAX
0.45
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.