Average annual returns
Through 20241 year
5.30%
3 year
-15.27%
5 year
-2.31%
10 year
2.53%
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.)
24.99%
Sharpe
-0.24
Sortino
-0.40
Max drawdown
-55.07%
Best month
23.11%
Worst month
-11.80%
Beta vs VTIAX
0.89
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.