Average annual returns
Through 20251 year
40.12%
3 year
13.24%
5 year
0.82%
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.)
18.45%
Sharpe
0.68
Sortino
1.16
Max drawdown
-40.55%
Best month
18.63%
Worst month
-18.60%
Beta vs VTIAX
0.12
Correlation
0.08
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.