Average annual returns
Through 20251 year
34.47%
3 year
18.03%
5 year
8.94%
10 year
8.64%
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.)
14.01%
Sharpe
1.09
Sortino
1.77
Max drawdown
-28.19%
Best month
15.37%
Worst month
-14.10%
Beta vs VTIAX
1.05
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.