Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.06%
3 year
4.44%
5 year
-4.47%
10 year
5.32%
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.)
21.49%
Sharpe
0.15
Sortino
0.23
Max drawdown
-53.64%
Best month
33.85%
Worst month
-18.07%
Beta vs VTIAX
0.84
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.