Average annual returns
Through 20241 year
6.09%
3 year
2.43%
5 year
6.98%
10 year
8.33%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
66 months through June 30, 2025Volatility (ann.)
15.20%
Sharpe
0.64
Sortino
1.01
Max drawdown
-22.57%
Best month
9.91%
Worst month
-11.76%
Beta vs VTIAX
0.86
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.