Average annual returns
Through 20251 year
46.96%
3 year
19.04%
5 year
5.43%
10 year
6.35%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
17.43%
Sharpe
1.03
Sortino
1.71
Max drawdown
-37.30%
Best month
12.97%
Worst month
-14.35%
Beta vs VTIAX
1.12
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.