Average annual returns
Through 20251 year
32.86%
3 year
15.62%
5 year
1.09%
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.)
16.24%
Sharpe
1.32
Sortino
2.61
Max drawdown
-44.36%
Best month
15.76%
Worst month
-17.02%
Beta vs VTIAX
0.91
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.