Average annual returns
Through 20241 year
9.05%
3 year
-8.04%
5 year
3.10%
10 year
5.79%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through July 31, 2025Volatility (ann.)
19.05%
Sharpe
0.52
Sortino
0.87
Max drawdown
-42.31%
Best month
13.41%
Worst month
-17.82%
Beta vs VTIAX
1.14
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.