Average annual returns
Through 20251 year
23.84%
3 year
17.25%
5 year
9.15%
10 year
10.90%
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.)
14.68%
Sharpe
1.08
Sortino
1.99
Max drawdown
-26.05%
Best month
10.70%
Worst month
-10.55%
Beta vs VTIAX
0.86
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.