Average annual returns
Through 20251 year
41.53%
3 year
19.24%
5 year
6.99%
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
64 months through March 31, 2026Volatility (ann.)
14.00%
Sharpe
1.08
Sortino
1.77
Max drawdown
-31.77%
Best month
12.42%
Worst month
-10.82%
Beta vs VTIAX
1.04
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.