Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
5.32%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
33 months through May 31, 2025Volatility (ann.)
15.80%
Sharpe
0.82
Sortino
1.51
Max drawdown
-13.51%
Best month
9.53%
Worst month
-6.93%
Beta vs VTIAX
0.90
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.