Average annual returns
Through 20251 year
36.60%
3 year
19.69%
5 year
9.53%
10 year
8.33%
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.)
13.38%
Sharpe
1.26
Sortino
2.15
Max drawdown
-34.19%
Best month
15.46%
Worst month
-15.93%
Beta vs VTIAX
0.27
Correlation
0.23
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.