Average annual returns
Through 20251 year
54.88%
3 year
19.31%
5 year
11.22%
10 year
11.89%
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.)
12.25%
Sharpe
1.65
Sortino
3.43
Max drawdown
-24.25%
Best month
19.35%
Worst month
-12.80%
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.