Average annual returns
Through 20251 year
36.04%
3 year
19.12%
5 year
8.71%
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
81 months through April 30, 2026Volatility (ann.)
12.22%
Sharpe
1.55
Sortino
2.96
Max drawdown
-34.38%
Best month
11.79%
Worst month
-14.29%
Beta vs VTIAX
0.94
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.