Average annual returns
Through 20241 year
7.97%
3 year
3.58%
5 year
4.54%
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
69 months through March 31, 2025Volatility (ann.)
14.84%
Sharpe
0.36
Sortino
0.54
Max drawdown
-26.26%
Best month
11.51%
Worst month
-16.49%
Beta vs VTIAX
0.86
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.