Average annual returns
Through 20251 year
31.04%
3 year
16.43%
5 year
8.36%
10 year
7.70%
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.)
13.35%
Sharpe
1.11
Sortino
1.86
Max drawdown
-28.08%
Best month
14.67%
Worst month
-13.81%
Beta vs VTIAX
1.02
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.