Average annual returns
Through 20251 year
-4.69%
3 year
8.49%
5 year
0.18%
10 year
8.84%
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.)
18.82%
Sharpe
0.21
Sortino
0.34
Max drawdown
-39.57%
Best month
16.09%
Worst month
-20.18%
Beta vs VTIAX
1.12
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.