Average annual returns
Through 20251 year
19.87%
3 year
12.03%
5 year
8.89%
10 year
8.21%
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.)
12.79%
Sharpe
1.08
Sortino
1.93
Max drawdown
-26.10%
Best month
10.82%
Worst month
-19.23%
Beta vs VTIAX
0.91
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.