Average annual returns
Through 20251 year
36.26%
3 year
16.21%
5 year
3.97%
10 year
8.04%
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.)
14.63%
Sharpe
1.07
Sortino
1.80
Max drawdown
-36.90%
Best month
16.09%
Worst month
-16.97%
Beta vs VTIAX
0.19
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.