Average annual returns
Through 20251 year
29.36%
3 year
-4.04%
5 year
-8.02%
10 year
3.27%
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.)
20.39%
Sharpe
0.15
Sortino
0.23
Max drawdown
-51.88%
Best month
12.47%
Worst month
-15.44%
Beta vs VTIAX
0.39
Correlation
0.21
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.