Average annual returns
Through 20251 year
23.70%
3 year
19.26%
5 year
8.82%
10 year
12.18%
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.)
17.09%
Sharpe
0.81
Sortino
1.36
Max drawdown
-31.16%
Best month
18.19%
Worst month
-17.72%
Beta vs VTIAX
1.18
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.