Average annual returns
Through 20251 year
45.75%
3 year
18.86%
5 year
4.20%
10 year
8.21%
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.)
18.56%
Sharpe
1.33
Sortino
2.58
Max drawdown
-38.79%
Best month
14.91%
Worst month
-12.68%
Beta vs VTIAX
1.10
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.