Average annual returns
Through 20251 year
62.90%
3 year
19.67%
5 year
—
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
52 months through April 30, 2026Volatility (ann.)
23.88%
Sharpe
0.81
Sortino
1.36
Max drawdown
-47.64%
Best month
15.01%
Worst month
-15.45%
Beta vs VTIAX
0.19
Correlation
0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.