Average annual returns
Through 20241 year
18.33%
3 year
-3.88%
5 year
8.25%
10 year
7.15%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
48 months through June 30, 2025Volatility (ann.)
16.78%
Sharpe
0.59
Sortino
0.94
Max drawdown
-37.37%
Best month
10.52%
Worst month
-12.05%
Beta vs VTIAX
0.85
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.