Average annual returns
Through 20251 year
45.31%
3 year
19.95%
5 year
12.28%
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
81 months through April 30, 2026Volatility (ann.)
13.18%
Sharpe
1.72
Sortino
3.48
Max drawdown
-34.85%
Best month
23.79%
Worst month
-24.62%
Beta vs VTIAX
0.05
Correlation
0.05
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.