Average annual returns
Through 20251 year
20.34%
3 year
14.59%
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
50 months through March 31, 2026Volatility (ann.)
7.91%
Sharpe
1.71
Sortino
3.21
Max drawdown
-14.72%
Best month
6.42%
Worst month
-6.29%
Beta vs VTIAX
0.56
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.