Average annual returns
Through 20251 year
33.15%
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
39 months through March 31, 2026Volatility (ann.)
14.54%
Sharpe
1.06
Sortino
1.71
Max drawdown
-11.86%
Best month
10.54%
Worst month
-11.86%
Beta vs VTIAX
1.05
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.