Average annual returns
Through 20251 year
37.83%
3 year
19.63%
5 year
10.84%
10 year
7.88%
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.)
13.31%
Sharpe
1.38
Sortino
2.34
Max drawdown
-28.04%
Best month
17.41%
Worst month
-18.82%
Beta vs VTIAX
0.97
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.