Average annual returns
Through 20251 year
57.32%
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
37 months through March 31, 2026Volatility (ann.)
18.66%
Sharpe
1.33
Sortino
2.62
Max drawdown
-12.35%
Best month
13.82%
Worst month
-11.76%
Beta vs VTIAX
1.15
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.