Average annual returns
Through 20241 year
5.93%
3 year
1.03%
5 year
7.77%
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 Sept. 30, 2025Volatility (ann.)
12.26%
Sharpe
1.02
Sortino
2.17
Max drawdown
-28.16%
Best month
10.82%
Worst month
-9.62%
Beta vs VTIAX
0.73
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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