Average annual returns
Through 20251 year
27.47%
3 year
21.21%
5 year
8.75%
10 year
9.60%
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.)
15.63%
Sharpe
1.57
Sortino
3.21
Max drawdown
-33.71%
Best month
15.88%
Worst month
-15.59%
Beta vs VTIAX
-0.01
Correlation
-0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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