Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.58%
3 year
10.50%
5 year
6.82%
10 year
7.86%
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.)
17.04%
Sharpe
1.04
Sortino
2.17
Max drawdown
-37.24%
Best month
23.88%
Worst month
-23.70%
Beta vs VTIAX
1.01
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.