Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
77.08%
3 year
34.69%
5 year
18.28%
10 year
10.13%
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.)
16.34%
Sharpe
1.97
Sortino
4.74
Max drawdown
-32.29%
Best month
28.48%
Worst month
-21.41%
Beta vs VTIAX
1.20
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.