Average annual returns
Through 20251 year
46.71%
3 year
—
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
35 months through April 30, 2026Volatility (ann.)
18.61%
Sharpe
1.37
Sortino
2.71
Max drawdown
-12.55%
Best month
14.42%
Worst month
-12.55%
Beta vs VTIAX
1.11
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.