Average annual returns
Through 20251 year
34.30%
3 year
19.80%
5 year
12.83%
10 year
—
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.)
11.84%
Sharpe
1.56
Sortino
2.76
Max drawdown
-23.69%
Best month
16.43%
Worst month
-14.87%
Beta vs VTIAX
0.80
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.