Average annual returns
Through 20241 year
5.00%
3 year
2.05%
5 year
2.81%
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
69 months through April 30, 2025Volatility (ann.)
9.85%
Sharpe
0.92
Sortino
1.53
Max drawdown
-16.61%
Best month
8.46%
Worst month
-8.57%
Beta vs VTIAX
0.53
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.