Average annual returns
Through 20251 year
21.24%
3 year
12.79%
5 year
4.68%
10 year
7.09%
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.)
12.20%
Sharpe
0.96
Sortino
1.55
Max drawdown
-26.17%
Best month
11.72%
Worst month
-13.98%
Beta vs VTIAX
0.77
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.