Average annual returns
Through 20251 year
1.74%
3 year
9.32%
5 year
-1.14%
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.)
16.36%
Sharpe
0.19
Sortino
0.31
Max drawdown
-40.71%
Best month
13.98%
Worst month
-13.52%
Beta vs VTIAX
1.04
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.