Average annual returns
Through 20251 year
26.78%
3 year
13.89%
5 year
9.37%
10 year
7.65%
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.)
12.60%
Sharpe
1.12
Sortino
1.95
Max drawdown
-31.60%
Best month
14.84%
Worst month
-23.58%
Beta vs VTIAX
0.91
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.