Average annual returns
Through 20251 year
36.95%
3 year
18.71%
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.)
13.85%
Sharpe
1.31
Sortino
2.25
Max drawdown
-22.58%
Best month
10.71%
Worst month
-10.09%
Beta vs VTIAX
1.02
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.