Average annual returns
Through 20251 year
32.20%
3 year
18.00%
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.)
15.88%
Sharpe
1.40
Sortino
2.62
Max drawdown
-17.55%
Best month
13.84%
Worst month
-11.37%
Beta vs VTIAX
0.86
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.