Average annual returns
Through 20251 year
26.91%
3 year
33.41%
5 year
11.50%
10 year
14.66%
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.)
16.50%
Sharpe
1.60
Sortino
3.12
Max drawdown
-40.54%
Best month
13.15%
Worst month
-13.28%
Beta vs VTIAX
0.78
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.