Average annual returns
Through 20251 year
36.09%
3 year
21.68%
5 year
14.51%
10 year
10.50%
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.)
9.30%
Sharpe
2.52
Sortino
6.90
Max drawdown
-26.18%
Best month
14.07%
Worst month
-19.37%
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.