Average annual returns
Through 20251 year
34.59%
3 year
17.15%
5 year
7.77%
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.)
14.69%
Sharpe
1.16
Sortino
2.11
Max drawdown
-29.48%
Best month
11.73%
Worst month
-16.63%
Beta vs VTIAX
0.96
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.