Average annual returns
Through 20241 year
7.26%
3 year
-1.91%
5 year
-1.26%
10 year
1.98%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through Sept. 30, 2025Volatility (ann.)
15.47%
Sharpe
1.23
Sortino
2.61
Max drawdown
-40.05%
Best month
14.65%
Worst month
-19.38%
Beta vs VTIAX
0.99
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.