Average annual returns
Through 20251 year
96.12%
3 year
13.42%
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
51 months through April 30, 2026Volatility (ann.)
31.91%
Sharpe
0.64
Sortino
1.05
Max drawdown
-45.05%
Best month
17.86%
Worst month
-20.30%
Beta vs VTIAX
0.69
Correlation
0.27
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.