Average annual returns
Through 20251 year
4.86%
3 year
7.54%
5 year
-0.17%
10 year
6.10%
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.)
14.56%
Sharpe
0.44
Sortino
0.77
Max drawdown
-41.34%
Best month
12.70%
Worst month
-22.06%
Beta vs VTIAX
0.81
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.