Average annual returns
Through 20251 year
27.65%
3 year
15.15%
5 year
5.00%
10 year
6.66%
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.)
13.16%
Sharpe
1.10
Sortino
1.86
Max drawdown
-34.03%
Best month
14.36%
Worst month
-10.78%
Beta vs VTIAX
1.01
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.