Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
3.84%
3 year
1.18%
5 year
3.00%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
75 months through Oct. 31, 2025Volatility (ann.)
12.25%
Sharpe
0.91
Sortino
1.82
Max drawdown
-23.50%
Best month
11.40%
Worst month
-16.13%
Beta vs VTIAX
0.79
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.