Average annual returns
Through 20251 year
38.69%
3 year
18.60%
5 year
9.40%
10 year
8.90%
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.)
15.09%
Sharpe
1.31
Sortino
2.34
Max drawdown
-32.11%
Best month
11.79%
Worst month
-12.04%
Beta vs VTIAX
1.11
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.