Average annual returns
Through 20251 year
14.82%
3 year
14.82%
5 year
4.46%
10 year
9.98%
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.)
13.27%
Sharpe
0.59
Sortino
0.96
Max drawdown
-37.20%
Best month
12.42%
Worst month
-13.07%
Beta vs VTIAX
0.86
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.