Average annual returns
Through 20251 year
34.28%
3 year
20.38%
5 year
9.88%
10 year
7.34%
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.)
13.29%
Sharpe
1.49
Sortino
2.74
Max drawdown
-29.33%
Best month
13.01%
Worst month
-14.72%
Beta vs VTIAX
0.98
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.