Average annual returns
Through 20251 year
26.11%
3 year
35.27%
5 year
9.71%
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
81 months through March 31, 2026Volatility (ann.)
19.48%
Sharpe
1.06
Sortino
2.06
Max drawdown
-43.23%
Best month
13.61%
Worst month
-14.11%
Beta vs VTIAX
0.96
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.