Average annual returns
Through 20241 year
7.22%
3 year
-0.63%
5 year
5.12%
10 year
6.17%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
34 months through March 31, 2025Volatility (ann.)
17.68%
Sharpe
0.28
Sortino
0.44
Max drawdown
-22.14%
Best month
12.13%
Worst month
-10.53%
Beta vs VTIAX
0.41
Correlation
0.38
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.