Average annual returns
Through 20251 year
36.55%
3 year
22.12%
5 year
14.93%
10 year
10.88%
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.)
9.31%
Sharpe
2.57
Sortino
7.12
Max drawdown
-26.17%
Best month
14.09%
Worst month
-19.39%
Beta vs VTIAX
0.65
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.