Average annual returns
Through 20251 year
30.66%
3 year
17.39%
5 year
8.48%
10 year
8.32%
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.)
15.11%
Sharpe
1.07
Sortino
1.84
Max drawdown
-34.91%
Best month
14.91%
Worst month
-18.22%
Beta vs VTIAX
1.13
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.