TOTAL MARKET PLUS EQUITY PORTFOLIO - ADVISOR SHARES
$21.18
-0.12 (-0.56%)
NAV as of Oct 14, 2026
Performance
- 1 Month
- +0.3%
- 3 Months
- +4.0%
- YTD
- +17.0%
- 1 Year
- +26.1%
- 3 Year annualized
- +19.3%
- 5 Year annualized
- +9.9%
Price return, based on split- and dividend-adjusted closing prices.
Risk
- Volatility 1-year annualized
- 14.5%
- Largest decline max drawdown, last 5 years
- -24.1%
- Risk-adjusted return Sharpe ratio, 1-year
- 1.68
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