Average annual returns
Through 20251 year
40.21%
3 year
22.40%
5 year
12.74%
10 year
—
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.)
14.78%
Sharpe
1.79
Sortino
3.60
Max drawdown
-26.47%
Best month
14.65%
Worst month
-18.57%
Beta vs VTIAX
0.05
Correlation
0.05
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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