Average annual returns
Through 20251 year
27.70%
3 year
16.15%
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
42 months through April 30, 2026Volatility (ann.)
16.24%
Sharpe
1.18
Sortino
2.08
Max drawdown
-12.26%
Best month
13.83%
Worst month
-12.26%
Beta vs VTIAX
0.91
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.