Average annual returns
Through 20251 year
30.87%
3 year
16.74%
5 year
9.43%
10 year
7.45%
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.)
12.81%
Sharpe
1.21
Sortino
2.07
Max drawdown
-25.68%
Best month
14.77%
Worst month
-15.51%
Beta vs VTIAX
0.98
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.