Average annual returns
Through 20251 year
31.41%
3 year
17.28%
5 year
7.88%
10 year
7.61%
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.)
14.20%
Sharpe
1.31
Sortino
2.37
Max drawdown
-29.35%
Best month
12.40%
Worst month
-13.93%
Beta vs VTIAX
0.98
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.