Average annual returns
Through 20251 year
27.87%
3 year
15.30%
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.)
13.50%
Sharpe
1.00
Sortino
1.64
Max drawdown
-23.15%
Best month
11.50%
Worst month
-9.79%
Beta vs VTIAX
0.98
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.