Average annual returns
Through 20251 year
20.36%
3 year
2.18%
5 year
-2.56%
10 year
3.86%
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.)
14.56%
Sharpe
0.17
Sortino
0.25
Max drawdown
-36.99%
Best month
10.62%
Worst month
-12.32%
Beta vs VTIAX
0.99
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.