Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.91%
3 year
17.22%
5 year
6.22%
10 year
7.23%
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.)
11.82%
Sharpe
1.85
Sortino
3.82
Max drawdown
-29.08%
Best month
12.47%
Worst month
-9.42%
Beta vs VTIAX
0.83
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.