Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
55.51%
3 year
30.79%
5 year
16.92%
10 year
10.59%
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.)
15.18%
Sharpe
1.89
Sortino
3.96
Max drawdown
-32.64%
Best month
26.27%
Worst month
-22.75%
Beta vs VTIAX
1.15
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.