Average annual returns
Through 20241 year
-1.99%
3 year
-2.19%
5 year
-1.74%
10 year
4.39%
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 Sept. 30, 2025Volatility (ann.)
17.47%
Sharpe
1.05
Sortino
2.36
Max drawdown
-38.38%
Best month
18.87%
Worst month
-22.28%
Beta vs VTIAX
1.15
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.