Average annual returns
Through 20251 year
44.66%
3 year
22.45%
5 year
12.26%
10 year
11.38%
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.)
12.92%
Sharpe
1.82
Sortino
3.83
Max drawdown
-31.06%
Best month
17.26%
Worst month
-19.16%
Beta vs VTIAX
0.95
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.