Average annual returns
Through 20251 year
38.72%
3 year
23.79%
5 year
10.65%
10 year
8.72%
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.)
17.11%
Sharpe
0.98
Sortino
1.67
Max drawdown
-31.24%
Best month
18.09%
Worst month
-16.40%
Beta vs VTIAX
-0.04
Correlation
-0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.