Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.63%
3 year
16.95%
5 year
5.40%
10 year
8.02%
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.)
11.24%
Sharpe
1.91
Sortino
4.44
Max drawdown
-30.69%
Best month
11.89%
Worst month
-12.39%
Beta vs VTIAX
0.70
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.