Average annual returns
Through 20251 year
27.22%
3 year
18.45%
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
51 months through March 31, 2026Volatility (ann.)
16.21%
Sharpe
1.09
Sortino
1.91
Max drawdown
-25.52%
Best month
11.05%
Worst month
-12.47%
Beta vs VTIAX
0.06
Correlation
0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.