Average annual returns
Through 20251 year
9.03%
3 year
10.25%
5 year
-1.73%
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.)
17.64%
Sharpe
0.30
Sortino
0.49
Max drawdown
-43.77%
Best month
14.42%
Worst month
-16.33%
Beta vs VTIAX
1.22
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.