Average annual returns
Through 20251 year
21.39%
3 year
20.70%
5 year
10.92%
10 year
—
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.)
13.18%
Sharpe
1.53
Sortino
3.38
Max drawdown
-25.17%
Best month
12.87%
Worst month
-15.58%
Beta vs VTIAX
0.85
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.