Average annual returns
Through 20251 year
10.09%
3 year
9.75%
5 year
-1.49%
10 year
5.09%
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.)
13.31%
Sharpe
0.34
Sortino
0.52
Max drawdown
-39.97%
Best month
14.24%
Worst month
-10.77%
Beta vs VTIAX
0.97
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.