Average annual returns
Through 20251 year
18.91%
3 year
7.89%
5 year
11.04%
10 year
8.32%
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.)
15.44%
Sharpe
0.99
Sortino
1.75
Max drawdown
-35.78%
Best month
16.58%
Worst month
-22.46%
Beta vs VTIAX
0.85
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.