Average annual returns
Through 20251 year
93.00%
3 year
29.63%
5 year
21.82%
10 year
22.17%
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.)
33.88%
Sharpe
0.86
Sortino
1.54
Max drawdown
-33.78%
Best month
25.21%
Worst month
-23.54%
Beta vs VTIAX
0.58
Correlation
0.21
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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