Average annual returns
Through 20251 year
32.53%
3 year
16.77%
5 year
9.14%
10 year
7.58%
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.)
13.68%
Sharpe
1.12
Sortino
1.87
Max drawdown
-28.18%
Best month
16.30%
Worst month
-17.73%
Beta vs VTIAX
1.01
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.