Average annual returns
Through 20251 year
64.79%
3 year
23.05%
5 year
14.65%
10 year
15.98%
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.)
13.34%
Sharpe
1.90
Sortino
4.21
Max drawdown
-21.28%
Best month
22.76%
Worst month
-9.57%
Beta vs VTIAX
0.04
Correlation
0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.