Average annual returns
Through 20251 year
35.91%
3 year
15.90%
5 year
3.71%
10 year
7.76%
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.)
14.61%
Sharpe
1.05
Sortino
1.77
Max drawdown
-37.08%
Best month
16.00%
Worst month
-17.04%
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.