Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
4.24%
3 year
4.12%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
44 months through Jan. 31, 2025Volatility (ann.)
0.98%
Sharpe
4.44
Sortino
18.55
Max drawdown
-0.70%
Best month
1.69%
Worst month
-0.51%
Beta vs VTIAX
0.01
Correlation
0.19
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.