Average annual returns
Through 20251 year
19.99%
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
30 months through March 31, 2026Volatility (ann.)
24.40%
Sharpe
0.31
Sortino
0.59
Max drawdown
-24.86%
Best month
26.62%
Worst month
-11.68%
Beta vs VTIAX
0.72
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.