Average annual returns
Through 20251 year
36.37%
3 year
15.72%
5 year
5.84%
10 year
8.19%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
57 months through March 31, 2026Volatility (ann.)
15.64%
Sharpe
0.92
Sortino
1.49
Max drawdown
-27.87%
Best month
11.11%
Worst month
-11.81%
Beta vs VTIAX
1.05
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.