Average annual returns
Through 20251 year
40.70%
3 year
22.48%
5 year
13.52%
10 year
11.43%
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.)
12.33%
Sharpe
1.79
Sortino
3.73
Max drawdown
-24.82%
Best month
13.29%
Worst month
-18.78%
Beta vs VTIAX
0.93
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.