Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.84%
3 year
11.85%
5 year
-2.61%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
19.65%
Sharpe
0.64
Sortino
1.26
Max drawdown
-52.87%
Best month
23.02%
Worst month
-13.11%
Beta vs VTIAX
0.85
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.