Average annual returns
Through 20251 year
35.97%
3 year
18.45%
5 year
10.03%
10 year
8.46%
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.)
14.37%
Sharpe
0.94
Sortino
1.53
Max drawdown
-30.31%
Best month
17.08%
Worst month
-15.06%
Beta vs VTIAX
1.09
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.