Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
45.59%
3 year
27.06%
5 year
13.04%
10 year
9.87%
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.)
20.01%
Sharpe
1.60
Sortino
3.07
Max drawdown
-38.75%
Best month
16.69%
Worst month
-18.08%
Beta vs VTIAX
1.30
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.