Average annual returns
Through 20251 year
33.24%
3 year
18.27%
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.)
14.51%
Sharpe
1.10
Sortino
1.81
Max drawdown
-11.68%
Best month
10.32%
Worst month
-10.69%
Beta vs VTIAX
1.06
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.