Average annual returns
Through 20251 year
36.19%
3 year
29.73%
5 year
20.08%
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.)
14.80%
Sharpe
1.80
Sortino
4.21
Max drawdown
-38.30%
Best month
19.25%
Worst month
-27.33%
Beta vs VTIAX
0.93
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.