Average annual returns
Through 20251 year
29.43%
3 year
14.51%
5 year
8.88%
10 year
8.04%
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.)
16.71%
Sharpe
0.54
Sortino
0.85
Max drawdown
-38.29%
Best month
21.13%
Worst month
-28.28%
Beta vs VTIAX
1.19
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.