Average annual returns
Through 20251 year
6.46%
3 year
8.69%
5 year
3.16%
10 year
5.70%
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.)
12.92%
Sharpe
0.55
Sortino
0.90
Max drawdown
-28.00%
Best month
11.48%
Worst month
-10.24%
Beta vs VTIAX
0.88
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.