Average annual returns
Through 20241 year
15.22%
3 year
8.65%
5 year
—
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
45 months through Dec. 31, 2024Volatility (ann.)
16.55%
Sharpe
0.52
Sortino
0.87
Max drawdown
-17.35%
Best month
9.97%
Worst month
-9.05%
Beta vs VTIAX
0.88
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.