Average annual returns
Through 20251 year
34.00%
3 year
16.26%
5 year
4.16%
10 year
7.27%
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.)
16.26%
Sharpe
1.29
Sortino
2.38
Max drawdown
-36.77%
Best month
15.82%
Worst month
-18.62%
Beta vs VTIAX
0.97
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.