Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.06%
3 year
10.16%
5 year
6.46%
10 year
7.93%
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.)
8.21%
Sharpe
1.58
Sortino
2.94
Max drawdown
-17.36%
Best month
7.41%
Worst month
-10.24%
Beta vs VTIAX
0.54
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.