Average annual returns
Through 20251 year
42.67%
3 year
22.03%
5 year
10.45%
10 year
8.70%
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.)
13.64%
Sharpe
1.58
Sortino
2.97
Max drawdown
-28.42%
Best month
12.40%
Worst month
-15.70%
Beta vs VTIAX
1.00
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.