Average annual returns
Through 20241 year
1.94%
3 year
-7.67%
5 year
-2.91%
10 year
1.56%
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 Oct. 31, 2025Volatility (ann.)
15.81%
Sharpe
0.99
Sortino
1.90
Max drawdown
-41.11%
Best month
13.88%
Worst month
-20.36%
Beta vs VTIAX
1.04
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.