Average annual returns
Through 20251 year
28.27%
3 year
11.43%
5 year
1.06%
10 year
0.14%
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.)
14.00%
Sharpe
1.18
Sortino
2.15
Max drawdown
-50.67%
Best month
16.54%
Worst month
-37.80%
Beta vs VTIAX
0.19
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.