Average annual returns
Through 20251 year
33.92%
3 year
18.16%
5 year
10.34%
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.)
13.59%
Sharpe
1.26
Sortino
2.15
Max drawdown
-25.15%
Best month
10.60%
Worst month
-9.53%
Beta vs VTIAX
1.00
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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