Average annual returns
Through 20251 year
23.96%
3 year
12.55%
5 year
4.46%
10 year
5.77%
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.)
16.30%
Sharpe
0.83
Sortino
1.40
Max drawdown
-34.64%
Best month
14.02%
Worst month
-18.81%
Beta vs VTIAX
1.15
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.