Average annual returns
Through 20251 year
34.60%
3 year
15.46%
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
52 months through March 31, 2026Volatility (ann.)
13.77%
Sharpe
1.00
Sortino
1.71
Max drawdown
-28.98%
Best month
17.49%
Worst month
-10.71%
Beta vs VTIAX
0.91
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.