Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
84.49%
3 year
41.51%
5 year
20.42%
10 year
17.06%
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.)
21.63%
Sharpe
2.46
Sortino
7.24
Max drawdown
-34.22%
Best month
20.30%
Worst month
-22.91%
Beta vs VTIAX
1.41
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.