Average annual returns
Through 20251 year
2.00%
3 year
9.76%
5 year
7.87%
10 year
8.74%
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.)
13.60%
Sharpe
0.39
Sortino
0.54
Max drawdown
-31.51%
Best month
12.67%
Worst month
-28.00%
Beta vs VTIAX
0.25
Correlation
0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.