Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
44.34%
3 year
7.01%
5 year
-1.18%
10 year
10.14%
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.)
27.46%
Sharpe
0.54
Sortino
0.92
Max drawdown
-54.25%
Best month
23.72%
Worst month
-46.02%
Beta vs VTIAX
1.76
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.