Average annual returns
Through 20251 year
38.04%
3 year
19.46%
5 year
7.62%
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
78 months through March 31, 2026Volatility (ann.)
13.81%
Sharpe
1.37
Sortino
2.38
Max drawdown
-23.59%
Best month
9.96%
Worst month
-15.58%
Beta vs VTIAX
0.88
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.