Average annual returns
Through 20251 year
17.84%
3 year
22.97%
5 year
—
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
49 months through April 30, 2026Volatility (ann.)
20.43%
Sharpe
0.43
Sortino
0.67
Max drawdown
-31.41%
Best month
12.45%
Worst month
-12.62%
Beta vs VTIAX
0.95
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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