Average annual returns
Through 20251 year
34.51%
3 year
20.79%
5 year
12.96%
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
81 months through April 30, 2026Volatility (ann.)
13.04%
Sharpe
1.45
Sortino
2.60
Max drawdown
-24.82%
Best month
13.46%
Worst month
-14.97%
Beta vs VTIAX
0.94
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.