Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
45.24%
3 year
20.70%
5 year
12.77%
10 year
9.21%
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.)
12.32%
Sharpe
1.91
Sortino
3.88
Max drawdown
-30.20%
Best month
18.09%
Worst month
-20.00%
Beta vs VTIAX
0.93
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.