Average annual returns
Through 20251 year
14.33%
3 year
13.35%
5 year
0.19%
10 year
8.79%
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.)
15.52%
Sharpe
0.52
Sortino
0.89
Max drawdown
-48.29%
Best month
13.88%
Worst month
-18.83%
Beta vs VTIAX
1.13
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.