Average annual returns
Through 20251 year
15.68%
3 year
9.86%
5 year
5.07%
10 year
6.41%
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.)
9.45%
Sharpe
1.04
Sortino
1.79
Max drawdown
-19.34%
Best month
8.44%
Worst month
-9.30%
Beta vs VTIAX
0.72
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.