Average annual returns
Through 20251 year
32.10%
3 year
17.43%
5 year
9.60%
10 year
6.97%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through March 31, 2026Volatility (ann.)
12.68%
Sharpe
1.17
Sortino
1.99
Max drawdown
-27.34%
Best month
13.33%
Worst month
-14.95%
Beta vs VTIAX
0.96
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.