Average annual returns
Through 20251 year
69.63%
3 year
29.80%
5 year
8.96%
10 year
6.61%
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.)
21.81%
Sharpe
1.58
Sortino
3.25
Max drawdown
-46.23%
Best month
20.08%
Worst month
-37.81%
Beta vs VTIAX
0.52
Correlation
0.28
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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