Average annual returns
Through 20251 year
26.21%
3 year
16.02%
5 year
7.18%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
70 months through April 30, 2026Volatility (ann.)
13.74%
Sharpe
1.04
Sortino
1.71
Max drawdown
-26.27%
Best month
16.25%
Worst month
-10.39%
Beta vs VTIAX
0.10
Correlation
0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.