Average annual returns
Through 20251 year
56.68%
3 year
23.56%
5 year
13.54%
10 year
13.94%
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.)
21.03%
Sharpe
1.44
Sortino
2.89
Max drawdown
-40.88%
Best month
16.43%
Worst month
-17.28%
Beta vs VTIAX
1.35
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.