Average annual returns
Through 20251 year
165.93%
3 year
45.92%
5 year
14.34%
10 year
17.95%
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.)
39.71%
Sharpe
1.15
Sortino
2.17
Max drawdown
-53.66%
Best month
30.64%
Worst month
-24.71%
Beta vs VTIAX
0.57
Correlation
0.18
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.