Average annual returns
Through 20251 year
33.83%
3 year
19.90%
5 year
8.94%
10 year
8.91%
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.)
12.07%
Sharpe
1.49
Sortino
2.59
Max drawdown
-32.91%
Best month
15.82%
Worst month
-13.72%
Beta vs VTIAX
0.90
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.