Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.02%
3 year
20.51%
5 year
14.11%
10 year
12.00%
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.)
13.62%
Sharpe
1.61
Sortino
3.20
Max drawdown
-27.63%
Best month
14.14%
Worst month
-21.48%
Beta vs VTIAX
1.02
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.