Average annual returns
Through 20251 year
26.01%
3 year
10.09%
5 year
7.09%
10 year
—
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.)
13.97%
Sharpe
0.95
Sortino
1.65
Max drawdown
-19.34%
Best month
9.22%
Worst month
-14.34%
Beta vs VTIAX
0.91
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.