Average annual returns
Through 20251 year
17.39%
3 year
13.76%
5 year
6.26%
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.)
9.12%
Sharpe
1.45
Sortino
2.71
Max drawdown
-21.55%
Best month
7.68%
Worst month
-12.55%
Beta vs VTIAX
0.65
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.