Average annual returns
Through 20251 year
32.90%
3 year
18.75%
5 year
5.87%
10 year
8.09%
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.)
14.63%
Sharpe
1.33
Sortino
2.47
Max drawdown
-36.48%
Best month
17.07%
Worst month
-16.07%
Beta vs VTIAX
0.96
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.