Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.35%
3 year
9.89%
5 year
3.56%
10 year
5.48%
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.)
8.59%
Sharpe
1.45
Sortino
2.79
Max drawdown
-20.66%
Best month
9.41%
Worst month
-11.44%
Beta vs VTIAX
0.63
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.