Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.79%
3 year
7.45%
5 year
-2.39%
10 year
2.89%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
19.48%
Sharpe
0.37
Sortino
0.76
Max drawdown
-44.73%
Best month
22.44%
Worst month
-12.16%
Beta vs VTIAX
0.80
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.