Average annual returns
Through 20241 year
2.95%
3 year
-11.92%
5 year
0.03%
10 year
4.56%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
63 months through March 31, 2025Volatility (ann.)
21.28%
Sharpe
-0.31
Sortino
-0.42
Max drawdown
-56.60%
Best month
19.58%
Worst month
-15.84%
Beta vs VTIAX
1.14
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.