Average annual returns
Through 20251 year
25.84%
3 year
14.51%
5 year
7.62%
10 year
8.06%
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.)
13.48%
Sharpe
0.64
Sortino
0.99
Max drawdown
-31.35%
Best month
18.62%
Worst month
-17.72%
Beta vs VTIAX
0.50
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.