Average annual returns
Through 20251 year
21.39%
3 year
10.71%
5 year
8.44%
10 year
6.89%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through April 30, 2026Volatility (ann.)
9.77%
Sharpe
1.20
Sortino
2.13
Max drawdown
-25.15%
Best month
9.15%
Worst month
-15.84%
Beta vs VTIAX
0.74
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.