Average annual returns
Through 20251 year
67.41%
3 year
34.59%
5 year
27.93%
10 year
15.57%
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.)
40.11%
Sharpe
1.17
Sortino
2.32
Max drawdown
-31.05%
Best month
30.70%
Worst month
-18.32%
Beta vs VTIAX
0.38
Correlation
0.11
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.