Average annual returns
Through 20251 year
28.75%
3 year
15.76%
5 year
8.44%
10 year
8.10%
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.)
12.29%
Sharpe
1.08
Sortino
1.80
Max drawdown
-25.83%
Best month
13.96%
Worst month
-10.98%
Beta vs VTIAX
0.92
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.