Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
72.84%
3 year
29.40%
5 year
17.28%
10 year
12.23%
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.)
15.29%
Sharpe
1.81
Sortino
3.81
Max drawdown
-37.45%
Best month
27.88%
Worst month
-26.87%
Beta vs VTIAX
1.00
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.