Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.81%
3 year
13.81%
5 year
12.90%
10 year
9.55%
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.)
16.20%
Sharpe
0.82
Sortino
1.33
Max drawdown
-38.85%
Best month
15.30%
Worst month
-34.36%
Beta vs VTIAX
0.06
Correlation
0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.