Average annual returns
Through 20251 year
37.43%
3 year
16.18%
5 year
7.12%
10 year
7.77%
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.)
14.91%
Sharpe
1.17
Sortino
2.03
Max drawdown
-31.09%
Best month
13.83%
Worst month
-15.96%
Beta vs VTIAX
1.12
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.