Average annual returns
Through 20251 year
21.22%
3 year
19.81%
5 year
11.96%
10 year
11.72%
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.)
11.99%
Sharpe
1.55
Sortino
3.04
Max drawdown
-25.16%
Best month
13.46%
Worst month
-15.15%
Beta vs VTIAX
0.78
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.