Average annual returns
Through 20251 year
26.11%
3 year
19.23%
5 year
6.68%
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.)
13.82%
Sharpe
1.71
Sortino
3.38
Max drawdown
-33.74%
Best month
14.08%
Worst month
-17.21%
Beta vs VTIAX
0.78
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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