Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.26%
3 year
17.87%
5 year
7.61%
10 year
8.82%
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.)
18.73%
Sharpe
1.00
Sortino
1.89
Max drawdown
-40.06%
Best month
16.29%
Worst month
-14.11%
Beta vs VTIAX
1.51
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.