Average annual returns
Through 20251 year
34.98%
3 year
18.22%
5 year
9.61%
10 year
9.07%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
57 months through April 30, 2026Volatility (ann.)
13.89%
Sharpe
1.39
Sortino
2.44
Max drawdown
-26.25%
Best month
11.69%
Worst month
-10.28%
Beta vs VTIAX
0.97
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.