Average annual returns
Through 20251 year
28.48%
3 year
22.95%
5 year
11.43%
10 year
13.24%
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.)
13.68%
Sharpe
1.41
Sortino
2.76
Max drawdown
-31.31%
Best month
11.79%
Worst month
-12.02%
Beta vs VTIAX
0.88
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.