Average annual returns
Through 20251 year
11.31%
3 year
7.36%
5 year
-2.77%
10 year
3.69%
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.)
17.36%
Sharpe
0.14
Sortino
0.23
Max drawdown
-45.05%
Best month
15.53%
Worst month
-14.06%
Beta vs VTIAX
1.15
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.