Average annual returns
Through 20251 year
32.37%
3 year
14.48%
5 year
6.65%
10 year
6.78%
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.)
15.85%
Sharpe
0.45
Sortino
0.67
Max drawdown
-38.11%
Best month
26.46%
Worst month
-27.68%
Beta vs VTIAX
1.22
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.