Average annual returns
Through 20251 year
21.17%
3 year
13.36%
5 year
7.55%
10 year
8.16%
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.)
13.47%
Sharpe
0.56
Sortino
0.87
Max drawdown
-34.87%
Best month
22.12%
Worst month
-25.13%
Beta vs VTIAX
1.00
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.