Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
49.60%
3 year
23.71%
5 year
14.21%
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.)
13.47%
Sharpe
2.09
Sortino
4.66
Max drawdown
-34.03%
Best month
16.51%
Worst month
-22.67%
Beta vs VTIAX
1.06
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.