Average annual returns
Through 20241 year
20.19%
3 year
3.91%
5 year
1.13%
10 year
3.65%
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 Sept. 30, 2025Volatility (ann.)
22.38%
Sharpe
1.09
Sortino
2.55
Max drawdown
-46.56%
Best month
23.10%
Worst month
-15.25%
Beta vs VTIAX
1.28
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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