Average annual returns
Through 20251 year
30.98%
3 year
16.80%
5 year
6.41%
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
66 months through April 30, 2026Volatility (ann.)
16.46%
Sharpe
1.26
Sortino
2.28
Max drawdown
-31.18%
Best month
14.24%
Worst month
-12.27%
Beta vs VTIAX
0.89
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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