Average annual returns
Through 20251 year
23.54%
3 year
13.85%
5 year
7.69%
10 year
9.66%
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.)
11.59%
Sharpe
0.84
Sortino
1.26
Max drawdown
-30.80%
Best month
12.56%
Worst month
-12.49%
Beta vs VTIAX
0.80
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.