Average annual returns
Through 20251 year
59.31%
3 year
4.27%
5 year
1.83%
10 year
13.98%
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.)
30.57%
Sharpe
0.46
Sortino
0.78
Max drawdown
-58.49%
Best month
21.47%
Worst month
-22.44%
Beta vs VTIAX
0.66
Correlation
0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.