Average annual returns
Through 20251 year
10.56%
3 year
9.08%
5 year
-0.28%
10 year
8.03%
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.)
14.37%
Sharpe
0.25
Sortino
0.40
Max drawdown
-41.90%
Best month
12.21%
Worst month
-21.48%
Beta vs VTIAX
0.86
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.