Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.30%
3 year
10.45%
5 year
-1.57%
10 year
6.01%
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.)
13.25%
Sharpe
0.82
Sortino
1.47
Max drawdown
-44.37%
Best month
18.68%
Worst month
-14.36%
Beta vs VTIAX
0.81
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.