Average annual returns
Through 20251 year
24.80%
3 year
15.49%
5 year
5.13%
10 year
8.62%
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.)
12.78%
Sharpe
1.05
Sortino
1.71
Max drawdown
-31.45%
Best month
13.10%
Worst month
-16.49%
Beta vs VTIAX
0.79
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.