Average annual returns
Through 20251 year
37.64%
3 year
14.62%
5 year
2.05%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
77 months through April 30, 2026Volatility (ann.)
14.95%
Sharpe
1.29
Sortino
2.24
Max drawdown
-41.85%
Best month
17.75%
Worst month
-17.28%
Beta vs VTIAX
0.92
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.