Average annual returns
Through 20251 year
45.54%
3 year
18.17%
5 year
9.86%
10 year
7.88%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through April 30, 2026Volatility (ann.)
15.95%
Sharpe
1.32
Sortino
3.02
Max drawdown
-30.82%
Best month
12.04%
Worst month
-22.10%
Beta vs VTIAX
1.07
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.