Average annual returns
Through 20251 year
56.27%
3 year
23.24%
5 year
13.27%
10 year
13.66%
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.)
21.02%
Sharpe
1.42
Sortino
2.85
Max drawdown
-41.19%
Best month
16.44%
Worst month
-17.27%
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.