Average annual returns
Through 20251 year
28.48%
3 year
26.31%
5 year
10.03%
10 year
10.43%
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.)
16.72%
Sharpe
1.16
Sortino
2.19
Max drawdown
-36.79%
Best month
13.60%
Worst month
-12.15%
Beta vs VTIAX
0.91
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.