Average annual returns
Through 20241 year
-1.02%
3 year
-4.60%
5 year
2.51%
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
75 months through Oct. 31, 2025Volatility (ann.)
12.86%
Sharpe
1.19
Sortino
2.26
Max drawdown
-34.40%
Best month
12.12%
Worst month
-15.49%
Beta vs VTIAX
0.84
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.