Average annual returns
Through 20251 year
9.61%
3 year
13.52%
5 year
5.11%
10 year
7.85%
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.)
18.47%
Sharpe
0.29
Sortino
0.46
Max drawdown
-32.99%
Best month
16.14%
Worst month
-13.86%
Beta vs VTIAX
1.20
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.