Average annual returns
Through 20251 year
27.25%
3 year
15.65%
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
58 months through March 31, 2026Volatility (ann.)
11.59%
Sharpe
1.15
Sortino
2.02
Max drawdown
-33.12%
Best month
10.15%
Worst month
-9.09%
Beta vs VTIAX
0.84
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.