Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.93%
3 year
14.61%
5 year
7.71%
10 year
7.90%
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.)
11.22%
Sharpe
1.59
Sortino
3.77
Max drawdown
-31.39%
Best month
14.20%
Worst month
-22.92%
Beta vs VTIAX
0.80
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.