Average annual returns
Through 20251 year
59.40%
3 year
26.28%
5 year
12.83%
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
75 months through March 31, 2026Volatility (ann.)
19.55%
Sharpe
1.31
Sortino
2.29
Max drawdown
-30.04%
Best month
16.32%
Worst month
-19.31%
Beta vs VTIAX
1.19
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.