Average annual returns
Through 20251 year
39.87%
3 year
21.89%
5 year
12.43%
10 year
8.02%
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.)
12.84%
Sharpe
1.66
Sortino
3.04
Max drawdown
-24.55%
Best month
15.19%
Worst month
-15.40%
Beta vs VTIAX
0.92
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.