Average annual returns
Through 20251 year
18.24%
3 year
9.95%
5 year
-0.04%
10 year
3.31%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through April 30, 2026Volatility (ann.)
13.46%
Sharpe
0.94
Sortino
1.69
Max drawdown
-32.54%
Best month
12.42%
Worst month
-8.79%
Beta vs VTIAX
0.72
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.