Average annual returns
Through 20251 year
16.61%
3 year
9.80%
5 year
2.38%
10 year
5.96%
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.)
12.90%
Sharpe
0.54
Sortino
0.81
Max drawdown
-31.82%
Best month
11.58%
Worst month
-15.80%
Beta vs VTIAX
0.94
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.