Average annual returns
Through 20251 year
40.69%
3 year
21.79%
5 year
11.42%
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.)
13.70%
Sharpe
1.52
Sortino
2.73
Max drawdown
-28.75%
Best month
12.53%
Worst month
-16.71%
Beta vs VTIAX
1.01
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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