Average annual returns
Through 20251 year
30.52%
3 year
15.20%
5 year
6.74%
10 year
7.20%
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.)
13.64%
Sharpe
1.08
Sortino
1.77
Max drawdown
-30.28%
Best month
14.84%
Worst month
-16.49%
Beta vs VTIAX
1.01
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.