Average annual returns
Through 20251 year
16.22%
3 year
12.92%
5 year
3.99%
10 year
7.66%
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.)
12.76%
Sharpe
0.65
Sortino
1.11
Max drawdown
-35.39%
Best month
13.29%
Worst month
-13.31%
Beta vs VTIAX
0.95
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.