Average annual returns
Through 20251 year
12.91%
3 year
4.10%
5 year
-8.55%
10 year
7.13%
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.)
30.84%
Sharpe
0.15
Sortino
0.30
Max drawdown
-62.53%
Best month
34.82%
Worst month
-19.48%
Beta vs VTIAX
-0.41
Correlation
-0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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