Average annual returns
Through 20251 year
31.28%
3 year
15.60%
5 year
4.48%
10 year
4.68%
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.)
13.38%
Sharpe
1.41
Sortino
2.49
Max drawdown
-36.65%
Best month
15.26%
Worst month
-21.83%
Beta vs VTIAX
-0.05
Correlation
-0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.