Average annual returns
Through 20251 year
27.06%
3 year
16.72%
5 year
10.03%
10 year
—
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.)
12.34%
Sharpe
1.21
Sortino
2.13
Max drawdown
-22.72%
Best month
12.78%
Worst month
-8.43%
Beta vs VTIAX
0.94
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.