Average annual returns
Through 20251 year
20.71%
3 year
15.74%
5 year
7.46%
10 year
8.24%
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.)
12.88%
Sharpe
0.72
Sortino
1.19
Max drawdown
-33.16%
Best month
20.60%
Worst month
-21.91%
Beta vs VTIAX
0.87
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.