Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.97%
3 year
13.39%
5 year
7.18%
10 year
5.61%
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.)
14.17%
Sharpe
1.10
Sortino
1.92
Max drawdown
-31.77%
Best month
21.80%
Worst month
-13.68%
Beta vs VTIAX
1.11
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.