Average annual returns
Through 20251 year
32.82%
3 year
10.64%
5 year
6.88%
10 year
7.92%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
68 months through April 30, 2026Volatility (ann.)
16.24%
Sharpe
1.36
Sortino
2.89
Max drawdown
-17.30%
Best month
13.99%
Worst month
-10.27%
Beta vs VTIAX
-0.09
Correlation
-0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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