Average annual returns
Through 20251 year
30.87%
3 year
22.81%
5 year
12.25%
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.)
11.32%
Sharpe
1.62
Sortino
3.43
Max drawdown
-28.43%
Best month
16.44%
Worst month
-15.95%
Beta vs VTIAX
0.87
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.