Average annual returns
Through 20251 year
21.84%
3 year
13.62%
5 year
3.34%
10 year
8.35%
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.)
14.45%
Sharpe
0.71
Sortino
1.08
Max drawdown
-33.74%
Best month
12.26%
Worst month
-10.44%
Beta vs VTIAX
1.01
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.