Average annual returns
Through 20251 year
42.87%
3 year
21.45%
5 year
12.03%
10 year
8.72%
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.)
12.98%
Sharpe
1.48
Sortino
2.66
Max drawdown
-27.49%
Best month
12.84%
Worst month
-15.69%
Beta vs VTIAX
0.98
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.