Average annual returns
Through 20241 year
7.32%
3 year
-4.00%
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
47 months through July 31, 2025Volatility (ann.)
17.02%
Sharpe
0.53
Sortino
0.89
Max drawdown
-31.63%
Best month
13.97%
Worst month
-11.79%
Beta vs VTIAX
0.97
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.