Average annual returns
Through 20251 year
36.49%
3 year
20.86%
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
43 months through March 31, 2026Volatility (ann.)
12.14%
Sharpe
1.76
Sortino
4.27
Max drawdown
-7.58%
Best month
11.66%
Worst month
-7.15%
Beta vs VTIAX
0.90
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.