Average annual returns
Through 20251 year
40.43%
3 year
22.28%
5 year
13.31%
10 year
11.22%
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.)
12.32%
Sharpe
1.78
Sortino
3.70
Max drawdown
-24.85%
Best month
13.26%
Worst month
-18.81%
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.