Average annual returns
Through 20251 year
25.07%
3 year
15.02%
5 year
9.08%
10 year
—
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.)
13.76%
Sharpe
0.83
Sortino
1.34
Max drawdown
-23.14%
Best month
12.01%
Worst month
-12.17%
Beta vs VTIAX
1.06
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.