Average annual returns
Through 20251 year
38.38%
3 year
16.84%
5 year
10.72%
10 year
6.50%
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.)
14.18%
Sharpe
1.16
Sortino
1.92
Max drawdown
-34.37%
Best month
20.93%
Worst month
-21.89%
Beta vs VTIAX
1.05
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.