Average annual returns
Through 20251 year
30.07%
3 year
16.04%
5 year
8.35%
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.)
11.18%
Sharpe
1.43
Sortino
2.54
Max drawdown
-26.10%
Best month
8.80%
Worst month
-12.34%
Beta vs VTIAX
0.31
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.