Average annual returns
Through 20251 year
13.35%
3 year
—
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
29 months through March 31, 2026Volatility (ann.)
13.02%
Sharpe
0.97
Sortino
1.69
Max drawdown
-11.53%
Best month
8.88%
Worst month
-6.60%
Beta vs VTIAX
0.73
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.