Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.34%
3 year
6.08%
5 year
-10.92%
10 year
4.46%
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
72 months through Feb. 28, 2026Volatility (ann.)
21.08%
Sharpe
0.38
Sortino
0.67
Max drawdown
-63.16%
Best month
28.57%
Worst month
-16.24%
Beta vs VTIAX
-0.35
Correlation
-0.18
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.