Average annual returns
Through 20251 year
25.72%
3 year
14.13%
5 year
1.88%
10 year
7.23%
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.)
15.11%
Sharpe
0.72
Sortino
1.14
Max drawdown
-41.00%
Best month
12.70%
Worst month
-12.48%
Beta vs VTIAX
1.08
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.