Average annual returns
Through 20251 year
32.46%
3 year
15.83%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
51 months through April 30, 2026Volatility (ann.)
17.34%
Sharpe
1.21
Sortino
2.30
Max drawdown
-22.11%
Best month
17.41%
Worst month
-12.21%
Beta vs VTIAX
0.87
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.