Average annual returns
Through 20241 year
5.22%
3 year
-5.72%
5 year
3.29%
10 year
3.87%
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.)
16.80%
Sharpe
-0.01
Sortino
-0.01
Max drawdown
-36.67%
Best month
11.37%
Worst month
-24.87%
Beta vs VTIAX
0.86
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.