Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.69%
3 year
0.16%
5 year
-5.67%
10 year
4.76%
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.)
14.23%
Sharpe
0.10
Sortino
0.15
Max drawdown
-37.60%
Best month
12.07%
Worst month
-16.19%
Beta vs VTIAX
1.06
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.