Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.88%
3 year
5.09%
5 year
0.89%
10 year
4.27%
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.)
18.83%
Sharpe
0.56
Sortino
0.93
Max drawdown
-40.51%
Best month
24.67%
Worst month
-12.26%
Beta vs VTIAX
1.03
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.