Average annual returns
Through 20251 year
27.84%
3 year
12.95%
5 year
0.89%
10 year
7.10%
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.)
13.81%
Sharpe
0.88
Sortino
1.52
Max drawdown
-40.30%
Best month
15.94%
Worst month
-17.45%
Beta vs VTIAX
0.88
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.