Average annual returns
Through 20251 year
33.56%
3 year
19.64%
5 year
8.73%
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.)
12.07%
Sharpe
1.47
Sortino
2.54
Max drawdown
-33.00%
Best month
15.73%
Worst month
-13.71%
Beta vs VTIAX
0.90
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.