Average annual returns
Through 20251 year
32.35%
3 year
6.69%
5 year
-6.32%
10 year
4.89%
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.)
20.70%
Sharpe
0.49
Sortino
0.89
Max drawdown
-59.13%
Best month
27.03%
Worst month
-16.03%
Beta vs VTIAX
0.93
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.