Average annual returns
Through 20251 year
27.01%
3 year
10.83%
5 year
1.60%
10 year
7.61%
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.)
15.21%
Sharpe
0.84
Sortino
1.47
Max drawdown
-37.82%
Best month
13.41%
Worst month
-13.89%
Beta vs VTIAX
1.04
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.