Average annual returns
Through 20251 year
42.77%
3 year
20.20%
5 year
9.83%
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.)
14.99%
Sharpe
1.41
Sortino
2.48
Max drawdown
-33.14%
Best month
12.12%
Worst month
-19.02%
Beta vs VTIAX
1.08
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.