Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.64%
3 year
19.22%
5 year
9.39%
10 year
7.58%
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.)
15.60%
Sharpe
0.96
Sortino
1.67
Max drawdown
-38.25%
Best month
15.87%
Worst month
-21.17%
Beta vs VTIAX
1.16
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.