Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.32%
3 year
18.59%
5 year
9.15%
10 year
11.53%
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.)
17.04%
Sharpe
1.12
Sortino
2.06
Max drawdown
-41.25%
Best month
20.00%
Worst month
-13.00%
Beta vs VTIAX
1.37
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.