Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
64.78%
3 year
18.47%
5 year
10.71%
10 year
5.54%
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.)
19.57%
Sharpe
0.97
Sortino
1.68
Max drawdown
-41.73%
Best month
18.80%
Worst month
-18.84%
Beta vs VTIAX
1.35
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.