Average annual returns
Through 20241 year
1.39%
3 year
—
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
Risk statistics
30 months through June 30, 2025Volatility (ann.)
4.18%
Sharpe
1.12
Sortino
2.07
Max drawdown
-3.70%
Best month
2.64%
Worst month
-2.59%
Beta vs VTIAX
-0.05
Correlation
-0.14
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.