Average annual returns
Through 20251 year
4.35%
3 year
13.96%
5 year
-1.09%
10 year
3.00%
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.)
12.78%
Sharpe
0.66
Sortino
1.16
Max drawdown
-45.74%
Best month
14.89%
Worst month
-27.37%
Beta vs VTIAX
0.82
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.