Average annual returns
Through 20251 year
75.12%
3 year
40.24%
5 year
24.58%
10 year
13.54%
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.)
20.06%
Sharpe
1.73
Sortino
3.23
Max drawdown
-48.67%
Best month
34.16%
Worst month
-23.11%
Beta vs VTIAX
0.26
Correlation
0.16
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.