Average annual returns
Through 20251 year
26.51%
3 year
5.85%
5 year
0.21%
10 year
1.53%
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.)
18.09%
Sharpe
0.23
Sortino
0.34
Max drawdown
-33.13%
Best month
14.35%
Worst month
-24.27%
Beta vs VTIAX
1.21
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.