Average annual returns
Through 20251 year
37.28%
3 year
20.26%
5 year
10.06%
10 year
8.87%
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.)
13.40%
Sharpe
1.30
Sortino
2.25
Max drawdown
-33.85%
Best month
15.47%
Worst month
-15.90%
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.