Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.75%
3 year
11.24%
5 year
10.64%
10 year
8.92%
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
80 months through Feb. 28, 2026Volatility (ann.)
10.42%
Sharpe
1.12
Sortino
1.98
Max drawdown
-25.96%
Best month
16.76%
Worst month
-15.27%
Beta vs VTIAX
0.76
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.