Average annual returns
Through 20251 year
26.08%
3 year
16.37%
5 year
-5.06%
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.)
25.17%
Sharpe
0.18
Sortino
0.32
Max drawdown
-65.29%
Best month
29.26%
Worst month
-16.35%
Beta vs VTIAX
1.44
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.