Average annual returns
Through 20251 year
42.26%
3 year
20.85%
5 year
13.04%
10 year
9.72%
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.)
13.93%
Sharpe
1.60
Sortino
2.98
Max drawdown
-27.53%
Best month
18.99%
Worst month
-17.57%
Beta vs VTIAX
1.02
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.