Average annual returns
Through 20251 year
181.92%
3 year
50.75%
5 year
20.23%
10 year
22.97%
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.)
37.89%
Sharpe
1.20
Sortino
2.42
Max drawdown
-43.40%
Best month
41.14%
Worst month
-23.11%
Beta vs VTIAX
0.11
Correlation
0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.