Average annual returns
Through 20251 year
38.37%
3 year
19.75%
5 year
11.36%
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
78 months through March 31, 2026Volatility (ann.)
12.17%
Sharpe
1.54
Sortino
2.83
Max drawdown
-24.14%
Best month
13.71%
Worst month
-16.26%
Beta vs VTIAX
0.96
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.