Average annual returns
Through 20251 year
22.69%
3 year
15.12%
5 year
11.53%
10 year
9.11%
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.)
10.03%
Sharpe
1.72
Sortino
3.33
Max drawdown
-23.55%
Best month
10.41%
Worst month
-14.40%
Beta vs VTIAX
0.14
Correlation
0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.