Average annual returns
Through 20251 year
12.19%
3 year
—
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
30 months through March 31, 2026Volatility (ann.)
13.65%
Sharpe
0.43
Sortino
0.63
Max drawdown
-9.48%
Best month
5.91%
Worst month
-9.48%
Beta vs VTIAX
0.72
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.