Average annual returns
Through 20251 year
1.12%
3 year
15.17%
5 year
6.15%
10 year
9.40%
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.)
15.17%
Sharpe
0.61
Sortino
1.05
Max drawdown
-36.01%
Best month
13.91%
Worst month
-23.87%
Beta vs VTIAX
0.74
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.