Average annual returns
Through 20241 year
12.36%
3 year
-9.23%
5 year
-0.33%
10 year
-0.40%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through June 30, 2025Volatility (ann.)
12.81%
Sharpe
0.56
Sortino
0.87
Max drawdown
-44.75%
Best month
11.96%
Worst month
-24.35%
Beta vs VTIAX
0.60
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.