Average annual returns
Through 20251 year
29.47%
3 year
11.46%
5 year
9.33%
10 year
8.99%
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.)
16.42%
Sharpe
0.84
Sortino
1.41
Max drawdown
-26.21%
Best month
13.03%
Worst month
-17.19%
Beta vs VTIAX
1.14
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.