Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.97%
3 year
20.20%
5 year
13.52%
10 year
11.23%
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
72 months through Feb. 28, 2026Volatility (ann.)
9.51%
Sharpe
2.28
Sortino
5.25
Max drawdown
-19.17%
Best month
14.27%
Worst month
-8.20%
Beta vs VTIAX
0.74
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.