Average annual returns
Through 20251 year
28.61%
3 year
15.43%
5 year
8.50%
10 year
7.53%
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.)
13.27%
Sharpe
1.00
Sortino
1.66
Max drawdown
-27.73%
Best month
16.68%
Worst month
-16.63%
Beta vs VTIAX
1.00
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.