Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.06%
3 year
10.74%
5 year
—
10 year
—
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
53 months through Feb. 28, 2026Volatility (ann.)
15.59%
Sharpe
0.51
Sortino
0.88
Max drawdown
-60.82%
Best month
11.93%
Worst month
-17.86%
Beta vs VTIAX
-0.04
Correlation
-0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.