Average annual returns
Through 20251 year
37.49%
3 year
17.97%
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.)
15.35%
Sharpe
1.17
Sortino
1.97
Max drawdown
-25.27%
Best month
10.06%
Worst month
-11.26%
Beta vs VTIAX
1.10
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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