Average annual returns
Through 20251 year
37.03%
3 year
20.00%
5 year
9.81%
10 year
8.61%
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.)
13.36%
Sharpe
1.28
Sortino
2.20
Max drawdown
-34.06%
Best month
15.47%
Worst month
-15.96%
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.