Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.36%
3 year
9.98%
5 year
3.16%
10 year
2.81%
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.)
13.59%
Sharpe
1.04
Sortino
1.95
Max drawdown
-23.11%
Best month
9.73%
Worst month
-10.12%
Beta vs VTIAX
0.70
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.