Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.32%
3 year
-1.17%
5 year
-0.70%
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
78 months through Feb. 28, 2026Volatility (ann.)
25.64%
Sharpe
0.02
Sortino
0.03
Max drawdown
-49.44%
Best month
17.31%
Worst month
-22.76%
Beta vs VTIAX
1.94
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.