Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.88%
3 year
-4.55%
5 year
-2.14%
10 year
2.86%
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.)
21.39%
Sharpe
0.24
Sortino
0.45
Max drawdown
-36.53%
Best month
23.19%
Worst month
-18.62%
Beta vs VTIAX
0.67
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.