Average annual returns
Through 20251 year
16.47%
3 year
8.87%
5 year
6.34%
10 year
7.94%
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.)
13.59%
Sharpe
0.87
Sortino
1.48
Max drawdown
-24.06%
Best month
9.47%
Worst month
-17.16%
Beta vs VTIAX
0.90
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.