Average annual returns
Through 20251 year
58.76%
3 year
8.34%
5 year
0.24%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
74 months through March 31, 2026Volatility (ann.)
26.43%
Sharpe
0.27
Sortino
0.42
Max drawdown
-52.79%
Best month
25.43%
Worst month
-28.61%
Beta vs VTIAX
1.65
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.