Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.02%
3 year
17.92%
5 year
14.11%
10 year
10.41%
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.)
11.74%
Sharpe
1.61
Sortino
3.25
Max drawdown
-29.53%
Best month
17.96%
Worst month
-19.24%
Beta vs VTIAX
0.96
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.