Average annual returns
Through 20251 year
28.35%
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
36 months through March 31, 2026Volatility (ann.)
19.25%
Sharpe
0.91
Sortino
1.57
Max drawdown
-16.32%
Best month
12.88%
Worst month
-12.16%
Beta vs VTIAX
1.20
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.