Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.34%
3 year
15.80%
5 year
3.50%
10 year
7.73%
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.)
12.60%
Sharpe
1.64
Sortino
3.34
Max drawdown
-36.73%
Best month
16.04%
Worst month
-15.42%
Beta vs VTIAX
0.94
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.