Average annual returns
Through 20251 year
39.30%
3 year
18.24%
5 year
7.61%
10 year
7.14%
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.)
14.18%
Sharpe
1.15
Sortino
1.98
Max drawdown
-32.23%
Best month
14.89%
Worst month
-14.01%
Beta vs VTIAX
1.10
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.