Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.57%
3 year
21.11%
5 year
11.69%
10 year
9.57%
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.)
10.73%
Sharpe
2.21
Sortino
4.68
Max drawdown
-25.23%
Best month
13.18%
Worst month
-14.87%
Beta vs VTIAX
0.95
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.