Average annual returns
Through 20251 year
32.56%
3 year
17.28%
5 year
5.17%
10 year
8.66%
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.)
15.79%
Sharpe
1.45
Sortino
2.96
Max drawdown
-37.07%
Best month
14.74%
Worst month
-16.09%
Beta vs VTIAX
0.91
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.