Average annual returns
Through 20241 year
-1.40%
3 year
-13.51%
5 year
-1.89%
10 year
2.86%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through July 31, 2025Volatility (ann.)
22.75%
Sharpe
0.04
Sortino
0.06
Max drawdown
-53.24%
Best month
25.81%
Worst month
-31.62%
Beta vs VTIAX
1.14
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.