Average annual returns
Through 20251 year
18.46%
3 year
11.29%
5 year
8.82%
10 year
7.31%
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.)
12.19%
Sharpe
1.05
Sortino
1.94
Max drawdown
-29.71%
Best month
19.21%
Worst month
-20.65%
Beta vs VTIAX
-0.10
Correlation
-0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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