Average annual returns
Through 20251 year
51.42%
3 year
18.79%
5 year
12.38%
10 year
7.41%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through April 30, 2026Volatility (ann.)
20.52%
Sharpe
1.01
Sortino
1.55
Max drawdown
-32.71%
Best month
13.48%
Worst month
-13.94%
Beta vs VTIAX
1.06
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.