Average annual returns
Through 20241 year
5.58%
3 year
1.48%
5 year
2.67%
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
69 months through Oct. 31, 2025Volatility (ann.)
13.46%
Sharpe
0.78
Sortino
1.28
Max drawdown
-21.69%
Best month
8.96%
Worst month
-15.01%
Beta vs VTIAX
0.84
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.