Average annual returns
Through 20251 year
25.87%
3 year
13.64%
5 year
7.17%
10 year
8.90%
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.)
14.19%
Sharpe
0.74
Sortino
1.18
Max drawdown
-29.89%
Best month
20.03%
Worst month
-15.07%
Beta vs VTIAX
1.02
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.