Average annual returns
Through 20251 year
13.65%
3 year
12.81%
5 year
1.71%
10 year
9.91%
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.)
11.80%
Sharpe
0.88
Sortino
1.55
Max drawdown
-34.13%
Best month
14.75%
Worst month
-15.83%
Beta vs VTIAX
0.82
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.