Average annual returns
Through 20251 year
34.55%
3 year
17.69%
5 year
7.63%
10 year
7.51%
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.)
14.12%
Sharpe
1.19
Sortino
2.11
Max drawdown
-33.07%
Best month
12.09%
Worst month
-20.16%
Beta vs VTIAX
1.07
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.