Average annual returns
Through 20251 year
36.67%
3 year
14.24%
5 year
0.68%
10 year
8.44%
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.)
16.01%
Sharpe
0.82
Sortino
1.32
Max drawdown
-42.08%
Best month
17.31%
Worst month
-16.61%
Beta vs VTIAX
1.02
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.