Average annual returns
Through 20241 year
2.48%
3 year
—
5 year
—
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
29 months through Sept. 30, 2025Volatility (ann.)
15.98%
Sharpe
0.60
Sortino
0.97
Max drawdown
-18.84%
Best month
8.61%
Worst month
-7.18%
Beta vs VTIAX
1.20
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.