Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
53.49%
3 year
13.28%
5 year
5.62%
10 year
7.88%
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.)
14.20%
Sharpe
1.08
Sortino
1.89
Max drawdown
-36.19%
Best month
14.75%
Worst month
-15.64%
Beta vs VTIAX
0.99
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.