Average annual returns
Through 20251 year
47.24%
3 year
23.14%
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.)
15.01%
Sharpe
1.51
Sortino
2.61
Max drawdown
-24.59%
Best month
11.08%
Worst month
-12.04%
Beta vs VTIAX
1.03
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.