Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.06%
3 year
-0.08%
5 year
2.17%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
62 months through Feb. 28, 2026Volatility (ann.)
21.33%
Sharpe
0.29
Sortino
0.46
Max drawdown
-36.60%
Best month
15.82%
Worst month
-15.83%
Beta vs VTIAX
1.33
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.