Average annual returns
Through 20251 year
37.06%
3 year
16.56%
5 year
—
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
54 months through March 31, 2026Volatility (ann.)
15.36%
Sharpe
1.03
Sortino
1.76
Max drawdown
-29.42%
Best month
16.24%
Worst month
-10.17%
Beta vs VTIAX
1.01
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.