Average annual returns
Through 20251 year
28.64%
3 year
16.38%
5 year
7.11%
10 year
7.73%
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.)
12.83%
Sharpe
1.11
Sortino
1.96
Max drawdown
-30.40%
Best month
15.95%
Worst month
-14.92%
Beta vs VTIAX
1.03
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.