Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.91%
3 year
16.74%
5 year
7.19%
10 year
8.86%
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.)
11.96%
Sharpe
1.92
Sortino
4.52
Max drawdown
-27.28%
Best month
14.00%
Worst month
-15.20%
Beta vs VTIAX
0.89
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.